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 7-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 | $32,069 | $158,398-79.8% | $126,539-74.7% | $142,382-77.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 16.69% | 593.76%-577.1pp | 425.95%-409.3pp | 217.08%-200.4pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,310 | $4,767-51.5% | $4,083-43.4% | $6,507-64.5% |
| Admin fee / account holder | $174 | $6,918-97.5% | $6,065-97.1% | $12,624-98.6% |