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 | $74,338 | $90,590-17.9% | $90,782-18.1% | $135,375-45.1% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | 5.84% | -3.40%+9.2pp | -3.42%+9.3pp | 519.73%-513.9pp |
| Employer contribution / active EE | $8,737 | $4,352+100.7% | $4,105+112.8% | $4,779+82.8% |
| Participant deferral / active EE | $0 | $5,407-100.0% | $5,366-100.0% | $5,609-100.0% |
| Admin fee / account holder | $263 | $7,683-96.6% | $5,908-95.5% | $10,827-97.6% |