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 7-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 | $9,478 | $109,817-91.4% | $98,442-90.4% | $167,490-94.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 23.58% | 1956.69%-1933.1pp | 1492.73%-1469.1pp | 478.56%-455.0pp |
| Employer contribution / active EE | $1,464 | $3,224-54.6% | $2,960-50.5% | $4,837-69.7% |
| Participant deferral / active EE | $5,041 | $4,673+7.9% | $4,276+17.9% | $6,341-20.5% |
| Admin fee / account holder | $35 | $6,753-99.5% | $5,949-99.4% | $12,309-99.7% |