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 5-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 | $21,094 | $109,982-80.8% | $97,226-78.3% | $145,922-85.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 14.45% | 242.90%-228.5pp | 75.13%-60.7pp | 561.29%-546.8pp |
| Employer contribution / active EE | $565 | $3,084-81.7% | $2,729-79.3% | $4,660-87.9% |
| Participant deferral / active EE | $565 | $4,676-87.9% | $4,264-86.7% | $6,688-91.6% |
| Admin fee / account holder | $57 | $6,221-99.1% | $5,654-99.0% | $13,397-99.6% |