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 | $39,608 | $176,662-77.6% | $130,648-69.7% | $152,861-74.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 20.04% | 2692.24%-2672.2pp | 1708.96%-1688.9pp | 345.32%-325.3pp |
| Employer contribution / active EE | $0 | $5,742-100.0% | $4,092-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,278 | $4,361+112.7% | $3,603+157.5% | $5,850+58.6% |
| Admin fee / account holder | $15 | $7,133-99.8% | $5,464-99.7% | $11,596-99.9% |