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 | $51,565 | $127,065-59.4% | $113,168-54.4% | $142,382-63.8% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 15.15% | 24.03%-8.9pp | 24.27%-9.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $823 | $3,442-76.1% | $2,975-72.4% | $4,299-80.9% |
| Participant deferral / active EE | $686 | $5,716-88.0% | $5,107-86.6% | $6,507-89.5% |
| Admin fee / account holder | $40 | $15,736-99.7% | $12,068-99.7% | $12,624-99.7% |