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 | $66,624 | $138,044-51.7% | $125,339-46.8% | $134,475-50.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.15% | 750.33%-768.5pp | 572.05%-590.2pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,327 | $5,243-74.7% | $4,814-72.4% | $4,740-72.0% |
| Participant deferral / active EE | $255 | $7,799-96.7% | $7,446-96.6% | $6,400-96.0% |
| Admin fee / account holder | -$2,134 | $11,571-118.4% | $10,010-121.3% | $11,426-118.7% |