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 3-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 | $22,071 | $159,602-86.2% | $150,045-85.3% | $142,382-84.5% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 16.04% | 70.24%-54.2pp | 62.55%-46.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,410 | $4,961-71.6% | $4,693-69.9% | $4,299-67.2% |
| Participant deferral / active EE | $1,565 | $8,310-81.2% | $7,997-80.4% | $6,507-76.0% |
| Admin fee / account holder | $178 | $14,846-98.8% | $13,435-98.7% | $12,624-98.6% |