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 7-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 | $29,138 | $157,256-81.5% | $141,162-79.4% | $152,861-80.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 33.43% | 64.32%-30.9pp | 71.39%-38.0pp | 345.32%-311.9pp |
| Employer contribution / active EE | $14,231 | $5,261+170.5% | $4,735+200.5% | $4,762+198.8% |
| Participant deferral / active EE | $6,609 | $7,109-7.0% | $6,709-1.5% | $5,850+13.0% |
| Admin fee / account holder | $199 | $12,120-98.4% | $10,261-98.1% | $11,596-98.3% |