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 | $123,897 | $226,064-45.2% | $182,532-32.1% | $152,861-18.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 20.02% | 192.51%-172.5pp | 148.54%-128.5pp | 345.32%-325.3pp |
| Employer contribution / active EE | $512 | $4,978-89.7% | $4,076-87.4% | $4,762-89.2% |
| Participant deferral / active EE | $512 | $6,368-92.0% | $5,524-90.7% | $5,850-91.2% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |