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 5-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 | $22,198 | $118,849-81.3% | $96,562-77.0% | $167,490-86.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 19.54% | 50.49%-31.0pp | 37.78%-18.2pp | 478.56%-459.0pp |
| Employer contribution / active EE | $4,952 | $3,120+58.7% | $2,356+110.1% | $4,837+2.4% |
| Participant deferral / active EE | $12,351 | $4,616+167.6% | $3,849+220.9% | $6,341+94.8% |
| Admin fee / account holder | $118 | $8,065-98.5% | $6,181-98.1% | $12,309-99.0% |