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 9-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 | $24,350 | $107,334-77.3% | $92,893-73.8% | $152,861-84.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 29.34% | 145.58%-116.2pp | 109.41%-80.1pp | 345.32%-316.0pp |
| Employer contribution / active EE | $4,782 | $4,221+13.3% | $3,653+30.9% | $4,762+0.4% |
| Participant deferral / active EE | $4,782 | $4,845-1.3% | $4,236+12.9% | $5,850-18.3% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |