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 | $9,431 | $109,817-91.4% | $98,442-90.4% | $167,490-94.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 336.68% | 1956.69%-1620.0pp | 1492.73%-1156.0pp | 478.56%-141.9pp |
| Employer contribution / active EE | $1,195 | $3,224-62.9% | $2,960-59.6% | $4,837-75.3% |
| Participant deferral / active EE | $3,912 | $4,673-16.3% | $4,276-8.5% | $6,341-38.3% |
| Admin fee / account holder | $4 | $6,753-99.9% | $5,949-99.9% | $12,309-100.0% |