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 | $198,191 | $181,894+9.0% | $156,549+26.6% | $273,961-27.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 14792.30% | 30.74%+14761.6pp | 32.23%+14760.1pp | 41.45%+14750.9pp |
| Employer contribution / active EE | $1,331 | $6,248-78.7% | $5,501-75.8% | $4,869-72.7% |
| Participant deferral / active EE | $252 | $5,550-95.5% | $4,871-94.8% | $5,287-95.2% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |