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 | $45,499 | $210,648-78.4% | $177,989-74.4% | $145,922-68.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.60% | 385.86%-374.3pp | 294.48%-282.9pp | 561.29%-549.7pp |
| Employer contribution / active EE | $2,925 | $4,565-35.9% | $3,949-25.9% | $4,660-37.2% |
| Participant deferral / active EE | $2,925 | $6,958-58.0% | $6,276-53.4% | $6,688-56.3% |
| Admin fee / account holder | $24 | $12,013-99.8% | $10,363-99.8% | $13,397-99.8% |