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 | $31,712 | $156,846-79.8% | $121,098-73.8% | $139,434-77.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 19.61% | 1474.56%-1454.9pp | 985.75%-966.1pp | 372.94%-353.3pp |
| Employer contribution / active EE | $4,004 | $5,536-27.7% | $4,164-3.8% | $4,751-15.7% |
| Participant deferral / active EE | $5,424 | $4,844+12.0% | $4,080+32.9% | $6,710-19.2% |
| Admin fee / account holder | $123 | $6,946-98.2% | $5,644-97.8% | $11,403-98.9% |