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 8-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 | $20,019 | $99,020-79.8% | $86,590-76.9% | $147,584-86.4% |
| Participation rate | 71.4% | 76.3%-4.9pp | 73.5%-2.1pp | 82.8%-11.4pp |
| Annual return | 0.00% | 1312.34%-1312.3pp | 964.84%-964.8pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,755 | $3,132-44.0% | $2,839-38.2% | $4,876-64.0% |
| Participant deferral / active EE | $6,586 | $3,972+65.8% | $3,609+82.5% | $5,439+21.1% |
| Admin fee / account holder | $31 | $5,710-99.5% | $4,906-99.4% | $10,885-99.7% |