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 | $10,170 | $100,852-89.9% | $90,404-88.8% | $158,922-93.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 38.07% | 1724.20%-1686.1pp | 1293.02%-1254.9pp | 302.83%-264.8pp |
| Employer contribution / active EE | $877 | $3,689-76.2% | $3,262-73.1% | $4,761-81.6% |
| Participant deferral / active EE | $4,818 | $4,348+10.8% | $3,963+21.6% | $5,982-19.5% |
| Admin fee / account holder | $52 | $6,501-99.2% | $5,611-99.1% | $11,246-99.5% |