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 6-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 | $25,442 | $102,616-75.2% | $81,983-69.0% | $158,922-84.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 36.92% | 61.04%-24.1pp | 41.31%-4.4pp | 302.83%-265.9pp |
| Employer contribution / active EE | $2,250 | $3,240-30.6% | $2,498-9.9% | $4,761-52.7% |
| Participant deferral / active EE | $2,482 | $4,648-46.6% | $3,722-33.3% | $5,982-58.5% |
| Admin fee / account holder | $28 | $8,235-99.7% | $5,664-99.5% | $11,246-99.8% |