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 9-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 | $22,909 | $117,983-80.6% | $101,794-77.5% | $142,382-83.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 18.58% | 36.92%-18.3pp | 30.53%-11.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,965 | $2,773-29.1% | $2,289-14.1% | $4,299-54.3% |
| Participant deferral / active EE | $983 | $4,714-79.2% | $4,084-75.9% | $6,507-84.9% |
| Admin fee / account holder | $249 | $10,433-97.6% | $8,777-97.2% | $12,624-98.0% |