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 | $25,526 | $102,604-75.1% | $86,188-70.4% | $139,434-81.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 21.70% | 1922.51%-1900.8pp | 1168.45%-1146.8pp | 372.94%-351.2pp |
| Employer contribution / active EE | $1,575 | $3,032-48.0% | $2,380-33.8% | $4,751-66.8% |
| Participant deferral / active EE | $8,424 | $4,676+80.2% | $3,985+111.4% | $6,710+25.5% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |