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 8-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 | $37,311 | $118,849-68.6% | $96,562-61.4% | $167,490-77.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 17.35% | 50.49%-33.1pp | 37.78%-20.4pp | 478.56%-461.2pp |
| Employer contribution / active EE | $2,756 | $3,120-11.7% | $2,356+16.9% | $4,837-43.0% |
| Participant deferral / active EE | $7,402 | $4,616+60.4% | $3,849+92.3% | $6,341+16.7% |
| Admin fee / account holder | $255 | $8,065-96.8% | $6,181-95.9% | $12,309-97.9% |