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 | $28,701 | $77,419-62.9% | $69,455-58.7% | $152,861-81.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 48.57% | 39.06%+9.5pp | 28.97%+19.6pp | 345.32%-296.7pp |
| Employer contribution / active EE | $7,461 | $3,315+125.0% | $2,779+168.5% | $4,762+56.7% |
| Participant deferral / active EE | $15,527 | $4,414+251.8% | $3,535+339.2% | $5,850+165.4% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,839-100.0% | $11,596-100.0% |