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 | $80,585 | $118,680-32.1% | $98,907-18.5% | $158,922-49.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 13.38% | 372.35%-359.0pp | 196.43%-183.1pp | 302.83%-289.4pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $10,733 | $5,088+111.0% | $4,244+152.9% | $5,982+79.4% |
| Admin fee / account holder | $17 | $10,131-99.8% | $6,642-99.7% | $11,246-99.8% |