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 | $11,712 | $48,795-76.0% | $65,493-82.1% | $84,808-86.2% |
| Participation rate | 93.3% | 67.0%+26.4pp | 73.1%+20.2pp | 68.3%+25.0pp |
| Annual return | 21.81% | 20.20%+1.6pp | 982.45%-960.6pp | 40.90%-19.1pp |
| Employer contribution / active EE | $623 | $1,930-67.7% | $2,574-75.8% | $2,631-76.3% |
| Participant deferral / active EE | $818 | $2,928-72.1% | $3,961-79.4% | $4,212-80.6% |
| Admin fee / account holder | $241 | $3,877-93.8% | $5,028-95.2% | $7,344-96.7% |