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 8-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 | $31,671 | $160,055-80.2% | $140,016-77.4% | $135,375-76.6% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | 0.00% | 911.38%-911.4pp | 651.12%-651.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $13,172 | $6,420+105.2% | $5,606+135.0% | $4,779+175.6% |
| Participant deferral / active EE | $14,887 | $7,642+94.8% | $6,927+114.9% | $5,609+165.4% |
| Admin fee / account holder | $54 | $13,328-99.6% | $10,705-99.5% | $10,827-99.5% |