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 6-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 | $58,649 | $70,606-16.9% | $53,898+8.8% | $142,382-58.8% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 18.84% | 619.81%-601.0pp | 528.60%-509.8pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,777 | $1,202+131.0% | $932+197.9% | $4,299-35.4% |
| Participant deferral / active EE | $5,118 | $2,364+116.5% | $1,826+180.2% | $6,507-21.4% |
| Admin fee / account holder | $62 | $2,852-97.8% | $2,491-97.5% | $12,624-99.5% |