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 | $36,801 | $99,020-62.8% | $86,590-57.5% | $147,584-75.1% |
| Participation rate | 84.2% | 76.3%+7.9pp | 73.5%+10.7pp | 82.8%+1.4pp |
| Annual return | 18.97% | 1312.34%-1293.4pp | 964.84%-945.9pp | 578.55%-559.6pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,495 | $3,972-62.4% | $3,609-58.6% | $5,439-72.5% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |