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 | $46,825 | $142,405-67.1% | $115,157-59.3% | $152,861-69.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 9.69% | 41.48%-31.8pp | 35.60%-25.9pp | 345.32%-335.6pp |
| Employer contribution / active EE | $29,000 | $4,010+623.2% | $3,179+812.3% | $4,762+509.0% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,168-100.0% | $5,850-100.0% |
| Admin fee / account holder | $131 | $8,462-98.5% | $7,088-98.2% | $11,596-98.9% |