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 5-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 | $29,551 | $210,648-86.0% | $177,989-83.4% | $145,922-79.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.53% | 385.86%-377.3pp | 294.48%-286.0pp | 561.29%-552.8pp |
| Employer contribution / active EE | $2,446 | $4,565-46.4% | $3,949-38.1% | $4,660-47.5% |
| Participant deferral / active EE | $6,629 | $6,958-4.7% | $6,276+5.6% | $6,688-0.9% |
| Admin fee / account holder | $200 | $12,013-98.3% | $10,363-98.1% | $13,397-98.5% |