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 | $14,188 | $104,907-86.5% | $84,611-83.2% | $152,861-90.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 19.74% | 373.79%-354.0pp | 258.74%-239.0pp | 345.32%-325.6pp |
| Employer contribution / active EE | $3,367 | $3,302+2.0% | $2,652+27.0% | $4,762-29.3% |
| Participant deferral / active EE | $3,782 | $4,688-19.3% | $3,899-3.0% | $5,850-35.4% |
| Admin fee / account holder | $76 | $6,241-98.8% | $4,912-98.5% | $11,596-99.3% |