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 4-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 | $12,151 | $115,708-89.5% | $65,255-81.4% | $139,434-91.3% |
| Participation rate | 100.0% | 67.8%+32.2pp | 65.0%+35.0pp | 80.3%+19.7pp |
| Annual return | 38.77% | 31.19%+7.6pp | 47.35%-8.6pp | 372.94%-334.2pp |
| Employer contribution / active EE | $2,564 | $2,599-1.4% | $1,691+51.6% | $4,751-46.0% |
| Participant deferral / active EE | $4,762 | $4,240+12.3% | $2,831+68.2% | $6,710-29.0% |
| Admin fee / account holder | $57 | $6,698-99.1% | $4,112-98.6% | $11,403-99.5% |