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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,548 | $92,222-38.7% | $76,768-26.3% | $135,375-58.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 8.85% | 5.46%+3.4pp | 2.43%+6.4pp | 519.73%-510.9pp |
| Employer contribution / active EE | $612 | $3,216-81.0% | $2,485-75.4% | $4,779-87.2% |
| Participant deferral / active EE | $3,054 | $4,509-32.3% | $3,852-20.7% | $5,609-45.5% |
| Admin fee / account holder | $101 | $10,748-99.1% | $6,675-98.5% | $10,827-99.1% |