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 | $90,067 | $135,952-33.8% | $123,892-27.3% | $273,961-67.1% |
| Participation rate | 77.8% | 84.1%-6.3pp | 81.4%-3.6pp | 83.0%-5.2pp |
| Annual return | 3.80% | 56.63%-52.8pp | 47.52%-43.7pp | 41.45%-37.7pp |
| Employer contribution / active EE | $4,050 | $5,170-21.7% | $4,617-12.3% | $4,869-16.8% |
| Participant deferral / active EE | $684 | $6,343-89.2% | $5,984-88.6% | $5,287-87.1% |
| Admin fee / account holder | $91 | $9,817-99.1% | $8,357-98.9% | $10,132-99.1% |