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 | $30,958 | $209,411-85.2% | $178,490-82.7% | $158,922-80.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.44% | 188.75%-167.3pp | 151.07%-129.6pp | 302.83%-281.4pp |
| Employer contribution / active EE | $1,933 | $5,706-66.1% | $5,011-61.4% | $4,761-59.4% |
| Participant deferral / active EE | $3,545 | $5,954-40.5% | $5,202-31.8% | $5,982-40.7% |
| Admin fee / account holder | $88 | $17,074-99.5% | $13,984-99.4% | $11,246-99.2% |