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 | $58,130 | $69,207-16.0% | $64,056-9.3% | $139,434-58.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 23.35% | 45.88%-22.5pp | 33.69%-10.3pp | 372.94%-349.6pp |
| Employer contribution / active EE | $8,401 | $3,182+164.0% | $2,747+205.9% | $4,751+76.8% |
| Participant deferral / active EE | $13,126 | $4,682+180.4% | $3,880+238.3% | $6,710+95.6% |
| Admin fee / account holder | $240 | $4,244-94.4% | $3,068-92.2% | $11,403-97.9% |