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 6-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 | $48,837 | $201,272-75.7% | $184,203-73.5% | $145,922-66.5% |
| Participation rate | 84.6% | 87.5%-2.9pp | 86.8%-2.2pp | 80.3%+4.3pp |
| Annual return | 22.80% | 29.00%-6.2pp | 28.81%-6.0pp | 561.29%-538.5pp |
| Employer contribution / active EE | $3,993 | $7,022-43.1% | $6,427-37.9% | $4,660-14.3% |
| Participant deferral / active EE | $2,003 | $9,806-79.6% | $9,131-78.1% | $6,688-70.0% |
| Admin fee / account holder | $247 | $16,364-98.5% | $13,901-98.2% | $13,397-98.2% |