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 | $21,607 | $115,770-81.3% | $101,248-78.7% | $158,922-86.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.09% | 56.14%-40.0pp | 46.47%-30.4pp | 302.83%-286.7pp |
| Employer contribution / active EE | $3,742 | $4,175-10.4% | $3,660+2.3% | $4,761-21.4% |
| Participant deferral / active EE | $1,811 | $4,957-63.5% | $4,370-58.6% | $5,982-69.7% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |