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 | $37,266 | $138,065-73.0% | $123,544-69.8% | $135,375-72.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 1.75% | 153.68%-151.9pp | 119.20%-117.4pp | 519.73%-518.0pp |
| Employer contribution / active EE | $11,174 | $5,151+116.9% | $4,628+141.5% | $4,779+133.8% |
| Participant deferral / active EE | $1,947 | $6,799-71.4% | $6,426-69.7% | $5,609-65.3% |
| Admin fee / account holder | $186 | $10,916-98.3% | $9,284-98.0% | $10,827-98.3% |