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 7-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 | $36,847 | $107,334-65.7% | $92,893-60.3% | $152,861-75.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 26.37% | 145.58%-119.2pp | 109.41%-83.0pp | 345.32%-319.0pp |
| Employer contribution / active EE | $5,184 | $4,221+22.8% | $3,653+41.9% | $4,762+8.8% |
| Participant deferral / active EE | $13,362 | $4,845+175.8% | $4,236+215.4% | $5,850+128.4% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |