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 | $15,012 | $99,020-84.8% | $86,590-82.7% | $147,584-89.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 25.65% | 1312.34%-1286.7pp | 964.84%-939.2pp | 578.55%-552.9pp |
| Employer contribution / active EE | $1,750 | $3,132-44.1% | $2,839-38.4% | $4,876-64.1% |
| Participant deferral / active EE | $2,180 | $3,972-45.1% | $3,609-39.6% | $5,439-59.9% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |