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 4-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 | $5,960 | $70,756-91.6% | $65,493-90.9% | $142,382-95.8% |
| Participation rate | 80.0% | 77.4%+2.6pp | 73.1%+6.9pp | 80.1%-0.1pp |
| Annual return | 22.38% | 1754.89%-1732.5pp | 982.45%-960.1pp | 217.08%-194.7pp |
| Employer contribution / active EE | $245 | $2,881-91.5% | $2,574-90.5% | $4,299-94.3% |
| Participant deferral / active EE | $793 | $4,637-82.9% | $3,961-80.0% | $6,507-87.8% |
| Admin fee / account holder | $62 | $6,559-99.1% | $5,028-98.8% | $12,624-99.5% |