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 | $45,191 | $107,334-57.9% | $92,893-51.4% | $152,861-70.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.14% | 145.58%-124.4pp | 109.41%-88.3pp | 345.32%-324.2pp |
| Employer contribution / active EE | $23,437 | $4,221+455.2% | $3,653+541.6% | $4,762+392.1% |
| Participant deferral / active EE | $11,568 | $4,845+138.8% | $4,236+173.1% | $5,850+97.7% |
| Admin fee / account holder | $160 | $7,079-97.7% | $5,794-97.2% | $11,596-98.6% |