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 7-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 | $41,553 | $112,881-63.2% | $90,951-54.3% | $158,922-73.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 19.63% | 215.79%-196.2pp | 134.60%-115.0pp | 302.83%-283.2pp |
| Employer contribution / active EE | $2,885 | $2,893-0.3% | $2,122+36.0% | $4,761-39.4% |
| Participant deferral / active EE | $6,103 | $4,128+47.9% | $3,373+80.9% | $5,982+2.0% |
| Admin fee / account holder | $105 | $8,041-98.7% | $5,959-98.2% | $11,246-99.1% |