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 6-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 | $87,521 | $176,056-50.3% | $159,436-45.1% | $167,490-47.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.82% | 331.75%-320.9pp | 263.57%-252.7pp | 478.56%-467.7pp |
| Employer contribution / active EE | $31,371 | $5,297+492.2% | $4,829+549.6% | $4,837+548.5% |
| Participant deferral / active EE | $0 | $7,750-100.0% | $7,352-100.0% | $6,341-100.0% |
| Admin fee / account holder | $56 | $12,554-99.6% | $10,799-99.5% | $12,309-99.5% |