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 | $22,247 | $37,426-40.6% | $77,482-71.3% | $79,858-72.1% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.6%+30.4pp |
| Annual return | 13.01% | 39.70%-26.7pp | 54.79%-41.8pp | 31.71%-18.7pp |
| Employer contribution / active EE | $2,242 | $637+252.2% | $986+127.3% | $2,471-9.3% |
| Participant deferral / active EE | $0 | $1,260-100.0% | $1,861-100.0% | $3,740-100.0% |
| Admin fee / account holder | $162 | $2,504-93.5% | $2,858-94.3% | $5,306-96.9% |