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 | $23,917 | $226,064-89.4% | $182,532-86.9% | $152,861-84.4% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.0%+10.9pp | 82.4%+6.4pp |
| Annual return | 23.21% | 192.51%-169.3pp | 148.54%-125.3pp | 345.32%-322.1pp |
| Employer contribution / active EE | $2,773 | $4,978-44.3% | $4,076-32.0% | $4,762-41.8% |
| Participant deferral / active EE | $522 | $6,368-91.8% | $5,524-90.6% | $5,850-91.1% |
| Admin fee / account holder | $264 | $10,703-97.5% | $8,592-96.9% | $11,596-97.7% |