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 | $20,225 | $92,703-78.2% | $82,719-75.5% | $134,475-85.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 5.90% | 944.92%-939.0pp | 701.18%-695.3pp | 417.96%-412.1pp |
| Employer contribution / active EE | $4,093 | $3,274+25.0% | $3,009+36.0% | $4,740-13.6% |
| Participant deferral / active EE | $5,109 | $4,802+6.4% | $4,395+16.3% | $6,400-20.2% |
| Admin fee / account holder | $120 | $5,983-98.0% | $5,329-97.7% | $11,426-98.9% |