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 | $32,445 | $109,817-70.5% | $98,442-67.0% | $167,490-80.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 18.44% | 1956.69%-1938.3pp | 1492.73%-1474.3pp | 478.56%-460.1pp |
| Employer contribution / active EE | $2,809 | $3,224-12.9% | $2,960-5.1% | $4,837-41.9% |
| Participant deferral / active EE | $8,484 | $4,673+81.5% | $4,276+98.4% | $6,341+33.8% |
| Admin fee / account holder | $68 | $6,753-99.0% | $5,949-98.9% | $12,309-99.4% |