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 | $23,576 | $111,754-78.9% | $103,333-77.2% | $145,922-83.8% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 22.75% | 24.77%-2.0pp | 24.88%-2.1pp | 561.29%-538.5pp |
| Employer contribution / active EE | $1,410 | $4,212-66.5% | $3,868-63.6% | $4,660-69.8% |
| Participant deferral / active EE | $1,492 | $5,619-73.4% | $5,057-70.5% | $6,688-77.7% |
| Admin fee / account holder | $241 | $9,750-97.5% | $8,355-97.1% | $13,397-98.2% |