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 | $31,842 | $106,890-70.2% | $84,015-62.1% | $152,861-79.2% |
| Participation rate | 86.4% | 75.2%+11.1pp | 69.0%+17.4pp | 82.4%+3.9pp |
| Annual return | 24.23% | 104.99%-80.8pp | 71.31%-47.1pp | 345.32%-321.1pp |
| Employer contribution / active EE | $5,324 | $2,734+94.7% | $1,983+168.4% | $4,762+11.8% |
| Participant deferral / active EE | $4,884 | $4,011+21.7% | $3,239+50.8% | $5,850-16.5% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |