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 | $38,525 | $198,466-80.6% | $170,442-77.4% | $147,584-73.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.85% | 257.29%-247.4pp | 205.93%-196.1pp | 578.55%-568.7pp |
| Employer contribution / active EE | $22,048 | $6,184+256.6% | $5,433+305.8% | $4,876+352.1% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $218 | $16,852-98.7% | $13,880-98.4% | $10,885-98.0% |