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 | $142,800 | $104,486+36.7% | $76,817+85.9% | $152,861-6.6% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 24.08% | 1013.37%-989.3pp | 1166.11%-1142.0pp | 345.32%-321.2pp |
| Employer contribution / active EE | $12,861 | $3,116+312.8% | $2,302+458.7% | $4,762+170.0% |
| Participant deferral / active EE | $274 | $4,236-93.5% | $3,336-91.8% | $5,850-95.3% |
| Admin fee / account holder | $8 | $12,275-99.9% | $6,420-99.9% | $11,596-99.9% |