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 | $24,177 | $97,757-75.3% | $83,848-71.2% | $135,375-82.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 0.00% | 1287.37%-1287.4pp | 850.88%-850.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $2,122 | $4,222-49.7% | $3,631-41.6% | $4,779-55.6% |
| Participant deferral / active EE | $3,985 | $4,682-14.9% | $4,082-2.4% | $5,609-28.9% |
| Admin fee / account holder | $95 | $6,674-98.6% | $5,478-98.3% | $10,827-99.1% |