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 | $28,596 | $81,632-65.0% | $70,449-59.4% | $158,922-82.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 59.97% | 208.40%-148.4pp | 109.03%-49.1pp | 302.83%-242.9pp |
| Employer contribution / active EE | $3,610 | $3,217+12.2% | $2,737+31.9% | $4,761-24.2% |
| Participant deferral / active EE | $933 | $4,554-79.5% | $3,709-74.9% | $5,982-84.4% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |