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 3-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 | $34,382 | $70,606-51.3% | $53,898-36.2% | $142,382-75.9% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 22.54% | 619.81%-597.3pp | 528.60%-506.1pp | 217.08%-194.5pp |
| Employer contribution / active EE | $2,484 | $1,202+106.6% | $932+166.5% | $4,299-42.2% |
| Participant deferral / active EE | $6,684 | $2,364+182.8% | $1,826+266.0% | $6,507+2.7% |
| Admin fee / account holder | $20 | $2,852-99.3% | $2,491-99.2% | $12,624-99.8% |