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 6-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 | $24,091 | $115,770-79.2% | $101,248-76.2% | $158,922-84.8% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.8%+14.2pp | 82.0%+8.0pp |
| Annual return | 15.73% | 56.14%-40.4pp | 46.47%-30.7pp | 302.83%-287.1pp |
| Employer contribution / active EE | $2,295 | $4,175-45.0% | $3,660-37.3% | $4,761-51.8% |
| Participant deferral / active EE | $3,557 | $4,957-28.2% | $4,370-18.6% | $5,982-40.5% |
| Admin fee / account holder | $18 | $7,245-99.8% | $5,945-99.7% | $11,246-99.8% |