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 8-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 | $91,398 | $150,440-39.2% | $136,294-32.9% | $147,584-38.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 24.56% | 1049.08%-1024.5pp | 5155.94%-5131.4pp | 578.55%-554.0pp |
| Employer contribution / active EE | $11,250 | $5,256+114.0% | $4,695+139.6% | $4,876+130.7% |
| Participant deferral / active EE | $1,882 | $6,630-71.6% | $6,247-69.9% | $5,439-65.4% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |