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 | $38,269 | $107,334-64.3% | $92,893-58.8% | $152,861-75.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 37.93% | 145.58%-107.6pp | 109.41%-71.5pp | 345.32%-307.4pp |
| Employer contribution / active EE | $920 | $4,221-78.2% | $3,653-74.8% | $4,762-80.7% |
| Participant deferral / active EE | $22,000 | $4,845+354.1% | $4,236+419.3% | $5,850+276.1% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |