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 | $41,016 | $159,901-74.3% | $146,958-72.1% | $145,922-71.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.30% | 98.13%-83.8pp | 418.34%-404.0pp | 561.29%-547.0pp |
| Employer contribution / active EE | $2,205 | $5,286-58.3% | $4,933-55.3% | $4,660-52.7% |
| Participant deferral / active EE | $3,953 | $8,428-53.1% | $8,070-51.0% | $6,688-40.9% |
| Admin fee / account holder | $219 | $15,044-98.5% | $12,998-98.3% | $13,397-98.4% |