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 5-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 | $24,759 | $183,519-86.5% | $155,509-84.1% | $145,922-83.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.04% | 61.17%-49.1pp | 64.67%-52.6pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,038 | $5,313-80.5% | $4,672-77.8% | $4,660-77.7% |
| Participant deferral / active EE | $1,500 | $6,462-76.8% | $5,626-73.3% | $6,688-77.6% |
| Admin fee / account holder | $234 | $19,313-98.8% | $15,912-98.5% | $13,397-98.3% |