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 | $17,773 | $65,696-72.9% | $56,429-68.5% | $147,584-88.0% |
| Participation rate | 100.0% | 85.5%+14.5pp | 80.0%+20.0pp | 82.8%+17.2pp |
| Annual return | 13.70% | 13.32%+0.4pp | 19.04%-5.3pp | 578.55%-564.9pp |
| Employer contribution / active EE | $2,211 | $4,121-46.3% | $3,405-35.1% | $4,876-54.7% |
| Participant deferral / active EE | $145 | $4,876-97.0% | $3,951-96.3% | $5,439-97.3% |
| Admin fee / account holder | $15 | $5,947-99.7% | $4,466-99.7% | $10,885-99.9% |