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 | $41,674 | $69,207-39.8% | $64,056-34.9% | $139,434-70.1% |
| Participation rate | 91.7% | 75.6%+16.1pp | 72.3%+19.4pp | 80.3%+11.3pp |
| Annual return | 21.71% | 45.88%-24.2pp | 33.69%-12.0pp | 372.94%-351.2pp |
| Employer contribution / active EE | $2,760 | $3,182-13.3% | $2,747+0.5% | $4,751-41.9% |
| Participant deferral / active EE | $7,397 | $4,682+58.0% | $3,880+90.6% | $6,710+10.2% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |