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 | $95,755 | $84,695+13.1% | $73,843+29.7% | $125,391-23.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 2.04% | 3123.53%-3121.5pp | 2267.84%-2265.8pp | 282.22%-280.2pp |
| Employer contribution / active EE | $5,483 | $3,123+75.5% | $2,787+96.7% | $4,866+12.7% |
| Participant deferral / active EE | $6,065 | $3,992+51.9% | $3,583+69.3% | $5,352+13.3% |
| Admin fee / account holder | $10 | $5,691-99.8% | $4,880-99.8% | $9,540-99.9% |