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 4-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 | $24,531 | $96,635-74.6% | $86,612-71.7% | $139,434-82.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 27.36% | 106.41%-79.1pp | 591.07%-563.7pp | 372.94%-345.6pp |
| Employer contribution / active EE | $7,718 | $3,263+136.5% | $3,022+155.4% | $4,751+62.5% |
| Participant deferral / active EE | $13,068 | $4,836+170.2% | $4,438+194.5% | $6,710+94.7% |
| Admin fee / account holder | $28 | $6,408-99.6% | $5,614-99.5% | $11,403-99.8% |