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 10-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 | $53,392 | $74,888-28.7% | $71,209-25.0% | $142,382-62.5% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.8%+8.1pp | 80.1%+1.7pp |
| Annual return | 16.73% | 345.14%-328.4pp | 282.51%-265.8pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,476 | $2,854-48.3% | $2,721-45.8% | $4,299-65.7% |
| Participant deferral / active EE | $0 | $4,454-100.0% | $4,175-100.0% | $6,507-100.0% |
| Admin fee / account holder | $71 | $5,568-98.7% | $5,349-98.7% | $12,624-99.4% |