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 | $0 | $97,757-100.0% | $83,848-100.0% | $135,375-100.0% |
| Participation rate | 0.0% | 80.0%-80.0pp | 76.1%-76.1pp | 82.6%-82.6pp |
| Annual return | 11.47% | 1287.37%-1275.9pp | 850.88%-839.4pp | 519.73%-508.3pp |
| Employer contribution / active EE | $2,437 | $4,222-42.3% | $3,631-32.9% | $4,779-49.0% |
| Participant deferral / active EE | $3,323 | $4,682-29.0% | $4,082-18.6% | $5,609-40.7% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |