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 | $38,314 | $102,966-62.8% | $90,281-57.6% | $152,861-74.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 30.70% | 95.16%-64.5pp | 78.10%-47.4pp | 345.32%-314.6pp |
| Employer contribution / active EE | $1,606 | $3,139-48.8% | $2,854-43.8% | $4,762-66.3% |
| Participant deferral / active EE | $6,332 | $4,281+47.9% | $3,885+63.0% | $5,850+8.2% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |