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 | $0 | $73,515-100.0% | $62,995-100.0% | $147,584-100.0% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.8%-74.8pp | 82.8%-82.8pp |
| Annual return | 17.94% | 175.43%-157.5pp | 87.57%-69.6pp | 578.55%-560.6pp |
| Employer contribution / active EE | $7,782 | $3,320+134.4% | $2,759+182.1% | $4,876+59.6% |
| Participant deferral / active EE | $2,593 | $4,185-38.0% | $3,329-22.1% | $5,439-52.3% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |