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 6-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 | $21,203 | $159,602-86.7% | $150,045-85.9% | $142,382-85.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.05% | 70.24%-52.2pp | 62.55%-44.5pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,955 | $4,961-60.6% | $4,693-58.4% | $4,299-54.5% |
| Participant deferral / active EE | $1,955 | $8,310-76.5% | $7,997-75.6% | $6,507-70.0% |
| Admin fee / account holder | $214 | $14,846-98.6% | $13,435-98.4% | $12,624-98.3% |