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 8-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 | $19,657 | $111,754-82.4% | $103,333-81.0% | $145,922-86.5% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 38.58% | 24.77%+13.8pp | 24.88%+13.7pp | 561.29%-522.7pp |
| Employer contribution / active EE | $1,396 | $4,212-66.9% | $3,868-63.9% | $4,660-70.0% |
| Participant deferral / active EE | $1,516 | $5,619-73.0% | $5,057-70.0% | $6,688-77.3% |
| Admin fee / account holder | $246 | $9,750-97.5% | $8,355-97.1% | $13,397-98.2% |