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 | $24,949 | $109,327-77.2% | $89,391-72.1% | $158,922-84.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 41.56% | 345.68%-304.1pp | 245.62%-204.1pp | 302.83%-261.3pp |
| Employer contribution / active EE | $3,812 | $3,170+20.2% | $2,586+47.4% | $4,761-19.9% |
| Participant deferral / active EE | $6,074 | $4,598+32.1% | $3,890+56.1% | $5,982+1.5% |
| Admin fee / account holder | $15 | $6,153-99.8% | $4,881-99.7% | $11,246-99.9% |