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 10-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 | $31,604 | $127,386-75.2% | $115,037-72.5% | $125,391-74.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.22%-282.2pp |
| Employer contribution / active EE | $21,044 | $5,166+307.4% | $4,608+356.7% | $4,866+332.5% |
| Participant deferral / active EE | $10,938 | $6,423+70.3% | $6,026+81.5% | $5,352+104.4% |
| Admin fee / account holder | $291 | $9,516-96.9% | $8,175-96.4% | $9,540-97.0% |