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 4-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 | $23,280 | $159,901-85.4% | $146,958-84.2% | $145,922-84.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.39% | 98.13%-74.7pp | 418.34%-395.0pp | 561.29%-537.9pp |
| Employer contribution / active EE | $2,015 | $5,286-61.9% | $4,933-59.1% | $4,660-56.7% |
| Participant deferral / active EE | $5,916 | $8,428-29.8% | $8,070-26.7% | $6,688-11.5% |
| Admin fee / account holder | $28 | $15,044-99.8% | $12,998-99.8% | $13,397-99.8% |