See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,965 | $45,035-69.0% | $62,995-77.8% | $70,131-80.1% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 15.26% | 18.76%-3.5pp | 87.57%-72.3pp | 73.14%-57.9pp |
| Employer contribution / active EE | $420 | $2,051-79.5% | $2,759-84.8% | $2,342-82.1% |
| Participant deferral / active EE | $104 | $2,465-95.8% | $3,329-96.9% | $3,332-96.9% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |