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 8-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 | $25,225 | $81,632-69.1% | $70,449-64.2% | $158,922-84.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 40.94% | 208.40%-167.5pp | 109.03%-68.1pp | 302.83%-261.9pp |
| Employer contribution / active EE | $2,384 | $3,217-25.9% | $2,737-12.9% | $4,761-49.9% |
| Participant deferral / active EE | $7,701 | $4,554+69.1% | $3,709+107.6% | $5,982+28.7% |
| Admin fee / account holder | $225 | $6,193-96.4% | $3,845-94.2% | $11,246-98.0% |