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 | $43,305 | $99,020-56.3% | $86,590-50.0% | $147,584-70.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.59% | 1312.34%-1293.7pp | 964.84%-946.2pp | 578.55%-560.0pp |
| Employer contribution / active EE | $10,250 | $3,132+227.3% | $2,839+261.0% | $4,876+110.2% |
| Participant deferral / active EE | $5,541 | $3,972+39.5% | $3,609+53.5% | $5,439+1.9% |
| Admin fee / account holder | $283 | $5,710-95.0% | $4,906-94.2% | $10,885-97.4% |