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 | $17,547 | $118,849-85.2% | $96,562-81.8% | $167,490-89.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 20.59% | 50.49%-29.9pp | 37.78%-17.2pp | 478.56%-458.0pp |
| Employer contribution / active EE | $1,879 | $3,120-39.8% | $2,356-20.3% | $4,837-61.2% |
| Participant deferral / active EE | $2,396 | $4,616-48.1% | $3,849-37.7% | $6,341-62.2% |
| Admin fee / account holder | $5 | $8,065-99.9% | $6,181-99.9% | $12,309-100.0% |