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 9-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 | $162,583 | $226,064-28.1% | $182,532-10.9% | $152,861+6.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 21.64% | 192.51%-170.9pp | 148.54%-126.9pp | 345.32%-323.7pp |
| Employer contribution / active EE | $864 | $4,978-82.6% | $4,076-78.8% | $4,762-81.9% |
| Participant deferral / active EE | $369 | $6,368-94.2% | $5,524-93.3% | $5,850-93.7% |
| Admin fee / account holder | $89 | $10,703-99.2% | $8,592-99.0% | $11,596-99.2% |