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 | $21,514 | $96,305-77.7% | $80,569-73.3% | $139,434-84.6% |
| Participation rate | 90.9% | 73.6%+17.3pp | 67.0%+23.9pp | 80.3%+10.6pp |
| Annual return | 28.04% | 1350.08%-1322.0pp | 935.43%-907.4pp | 372.94%-344.9pp |
| Employer contribution / active EE | $1,351 | $3,262-58.6% | $2,723-50.4% | $4,751-71.6% |
| Participant deferral / active EE | $2,111 | $5,232-59.6% | $4,447-52.5% | $6,710-68.5% |
| Admin fee / account holder | $20 | $6,599-99.7% | $5,377-99.6% | $11,403-99.8% |