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 9-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 | $28,834 | $80,753-64.3% | $136,294-78.8% | $62,292-53.7% |
| Participation rate | 83.0% | 73.5%+9.5pp | 81.9%+1.1pp | 69.5%+13.5pp |
| Annual return | 0.00% | 35.83%-35.8pp | 5155.94%-5155.9pp | 28.90%-28.9pp |
| Employer contribution / active EE | $2,350 | $2,884-18.5% | $4,695-49.9% | $2,042+15.1% |
| Participant deferral / active EE | $7,946 | $5,164+53.9% | $6,247+27.2% | $3,169+150.7% |
| Admin fee / account holder | $36 | $525-93.2% | $9,243-99.6% | $479-92.5% |