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 | $40,981 | $138,044-70.3% | $125,339-67.3% | $134,475-69.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -1.16% | 750.33%-751.5pp | 572.05%-573.2pp | 417.96%-419.1pp |
| Employer contribution / active EE | $3,128 | $5,243-40.4% | $4,814-35.0% | $4,740-34.0% |
| Participant deferral / active EE | $15,116 | $7,799+93.8% | $7,446+103.0% | $6,400+136.2% |
| Admin fee / account holder | $186 | $11,571-98.4% | $10,010-98.1% | $11,426-98.4% |