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 6-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 | $25,412 | $150,440-83.1% | $136,294-81.4% | $147,584-82.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 25.04% | 1049.08%-1024.0pp | 5155.94%-5130.9pp | 578.55%-553.5pp |
| Employer contribution / active EE | $2,264 | $5,256-56.9% | $4,695-51.8% | $4,876-53.6% |
| Participant deferral / active EE | $6,079 | $6,630-8.3% | $6,247-2.7% | $5,439+11.8% |
| Admin fee / account holder | $158 | $10,905-98.6% | $9,243-98.3% | $10,885-98.5% |