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 4-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 | $38,065 | $106,584-64.3% | $101,326-62.4% | $142,382-73.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.52% | 36.93%-19.4pp | 36.82%-19.3pp | 217.08%-199.6pp |
| Employer contribution / active EE | $5,532 | $3,956+39.8% | $3,665+50.9% | $4,299+28.7% |
| Participant deferral / active EE | $1,931 | $8,297-76.7% | $7,994-75.8% | $6,507-70.3% |
| Admin fee / account holder | $67 | $11,446-99.4% | $11,185-99.4% | $12,624-99.5% |