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 | $122,605 | $100,754+21.7% | $86,677+41.5% | $134,475-8.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -5.35% | 29.04%-34.4pp | 35.91%-41.3pp | 417.96%-423.3pp |
| Employer contribution / active EE | $33,500 | $3,489+860.1% | $2,836+1081.1% | $4,740+606.8% |
| Participant deferral / active EE | $0 | $5,338-100.0% | $4,656-100.0% | $6,400-100.0% |
| Admin fee / account holder | $85 | $10,926-99.2% | $7,493-98.9% | $11,426-99.3% |