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 | $59,338 | $149,333-60.3% | $106,387-44.2% | $135,375-56.2% |
| Participation rate | 95.0% | 81.5%+13.5pp | 77.5%+17.5pp | 82.6%+12.4pp |
| Annual return | 28.78% | 0.52%+28.3pp | 0.25%+28.5pp | 519.73%-491.0pp |
| Employer contribution / active EE | $3,237 | $4,984-35.0% | $3,520-8.0% | $4,779-32.3% |
| Participant deferral / active EE | $6,907 | $7,230-4.5% | $5,421+27.4% | $5,609+23.1% |
| Admin fee / account holder | $164 | $15,952-99.0% | $7,510-97.8% | $10,827-98.5% |