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 | $29,323 | $99,020-70.4% | $86,590-66.1% | $147,584-80.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.43% | 1312.34%-1300.9pp | 964.84%-953.4pp | 578.55%-567.1pp |
| Employer contribution / active EE | $784 | $3,132-75.0% | $2,839-72.4% | $4,876-83.9% |
| Participant deferral / active EE | $2,575 | $3,972-35.2% | $3,609-28.6% | $5,439-52.7% |
| Admin fee / account holder | $9 | $5,710-99.8% | $4,906-99.8% | $10,885-99.9% |