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 | $215,728 | $76,000+183.9% | $154,107+40.0% | $64,186+236.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.68% | 30.32%-35.0pp | 735.12%-739.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $14,039 | $3,351+319.0% | $5,298+165.0% | $2,381+489.7% |
| Participant deferral / active EE | $850 | $3,175-73.2% | $5,081-83.3% | $3,470-75.5% |
| Admin fee / account holder | $147 | $5,596-97.4% | $13,411-98.9% | $4,888-97.0% |