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 | $11,775 | $109,327-89.2% | $89,391-86.8% | $158,922-92.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 28.92% | 345.68%-316.8pp | 245.62%-216.7pp | 302.83%-273.9pp |
| Employer contribution / active EE | $1,511 | $3,170-52.3% | $2,586-41.6% | $4,761-68.3% |
| Participant deferral / active EE | $2,522 | $4,598-45.2% | $3,890-35.2% | $5,982-57.8% |
| Admin fee / account holder | $44 | $6,153-99.3% | $4,881-99.1% | $11,246-99.6% |