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 | $15,402 | $106,515-85.5% | $96,683-84.1% | $139,434-89.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 27.01% | 38.43%-11.4pp | 35.69%-8.7pp | 372.94%-345.9pp |
| Employer contribution / active EE | $6,671 | $4,103+62.6% | $3,737+78.5% | $4,751+40.4% |
| Participant deferral / active EE | $2,283 | $5,454-58.1% | $4,878-53.2% | $6,710-66.0% |
| Admin fee / account holder | $94 | $7,877-98.8% | $6,730-98.6% | $11,403-99.2% |