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 | $2,015 | $30,400-93.4% | $53,898-96.3% | $84,808-97.6% |
| Participation rate | 87.9% | 46.4%+41.4pp | 55.0%+32.9pp | 68.3%+19.6pp |
| Annual return | 16.67% | 500.19%-483.5pp | 528.60%-511.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $123 | $603-79.6% | $932-86.8% | $2,631-95.3% |
| Participant deferral / active EE | $127 | $1,199-89.4% | $1,826-93.1% | $4,212-97.0% |
| Admin fee / account holder | $58 | $1,993-97.1% | $2,491-97.7% | $7,344-99.2% |