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 | $99,240 | $99,020+0.2% | $86,590+14.6% | $147,584-32.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.42% | 1312.34%-1297.9pp | 964.84%-950.4pp | 578.55%-564.1pp |
| Employer contribution / active EE | $4,466 | $3,132+42.6% | $2,839+57.3% | $4,876-8.4% |
| Participant deferral / active EE | $1,192 | $3,972-70.0% | $3,609-67.0% | $5,439-78.1% |
| Admin fee / account holder | $106 | $5,710-98.1% | $4,906-97.8% | $10,885-99.0% |