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 | $66,625 | $105,998-37.1% | $92,233-27.8% | $147,584-54.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 22.57% | 50.05%-27.5pp | 176.28%-153.7pp | 578.55%-556.0pp |
| Employer contribution / active EE | $16,366 | $4,333+277.7% | $3,679+344.8% | $4,876+235.6% |
| Participant deferral / active EE | $5,448 | $4,478+21.7% | $3,897+39.8% | $5,439+0.2% |
| Admin fee / account holder | $7 | $6,332-99.9% | $5,194-99.9% | $10,885-99.9% |