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 9-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 | $10,536 | $76,738-86.3% | $56,411-81.3% | $145,922-92.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 20.09% | 2994.23%-2974.1pp | 1701.33%-1681.2pp | 561.29%-541.2pp |
| Employer contribution / active EE | $2,315 | $1,380+67.8% | $1,039+122.9% | $4,660-50.3% |
| Participant deferral / active EE | $5,406 | $2,623+106.1% | $1,952+177.0% | $6,688-19.2% |
| Admin fee / account holder | $226 | $3,334-93.2% | $2,829-92.0% | $13,397-98.3% |