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 6-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 | $24,505 | $104,664-76.6% | $85,682-71.4% | $167,490-85.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 27.28% | 21.45%+5.8pp | 21.49%+5.8pp | 478.56%-451.3pp |
| Employer contribution / active EE | $5,442 | $3,337+63.1% | $2,618+107.9% | $4,837+12.5% |
| Participant deferral / active EE | $7,942 | $4,824+64.6% | $3,923+102.5% | $6,341+25.2% |
| Admin fee / account holder | $113 | $10,032-98.9% | $6,873-98.4% | $12,309-99.1% |