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 | $19,479 | $106,890-81.8% | $84,015-76.8% | $152,861-87.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 22.14% | 104.99%-82.8pp | 71.31%-49.2pp | 345.32%-323.2pp |
| Employer contribution / active EE | $2,923 | $2,734+6.9% | $1,983+47.4% | $4,762-38.6% |
| Participant deferral / active EE | $8,560 | $4,011+113.4% | $3,239+164.3% | $5,850+46.3% |
| Admin fee / account holder | $240 | $8,285-97.1% | $6,101-96.1% | $11,596-97.9% |