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 | $35,289 | $108,642-67.5% | $74,701-52.8% | $152,861-76.9% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 11.06% | 114.06%-103.0pp | 752.92%-741.9pp | 345.32%-334.3pp |
| Employer contribution / active EE | $6,644 | $1,503+342.1% | $1,084+513.1% | $4,762+39.5% |
| Participant deferral / active EE | $10,884 | $2,712+301.3% | $1,964+454.3% | $5,850+86.0% |
| Admin fee / account holder | $183 | $4,902-96.3% | $3,333-94.5% | $11,596-98.4% |