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 | $38,875 | $150,440-74.2% | $136,294-71.5% | $147,584-73.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.13% | 1049.08%-1032.0pp | 5155.94%-5138.8pp | 578.55%-561.4pp |
| Employer contribution / active EE | $7,471 | $5,256+42.1% | $4,695+59.1% | $4,876+53.2% |
| Participant deferral / active EE | $5,447 | $6,630-17.8% | $6,247-12.8% | $5,439+0.2% |
| Admin fee / account holder | $298 | $10,905-97.3% | $9,243-96.8% | $10,885-97.3% |