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 | $41,066 | $171,865-76.1% | $149,718-72.6% | $147,584-72.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.33% | 2113.22%-2097.9pp | 1501.63%-1486.3pp | 578.55%-563.2pp |
| Employer contribution / active EE | $2,100 | $6,275-66.5% | $5,445-61.4% | $4,876-56.9% |
| Participant deferral / active EE | $10,350 | $7,271+42.4% | $6,569+57.6% | $5,439+90.3% |
| Admin fee / account holder | $215 | $13,799-98.4% | $11,283-98.1% | $10,885-98.0% |