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 | $36,616 | $165,912-77.9% | $122,332-70.1% | $147,584-75.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 13.26% | 34.55%-21.3pp | 30.27%-17.0pp | 578.55%-565.3pp |
| Employer contribution / active EE | $7,401 | $5,754+28.6% | $4,050+82.7% | $4,876+51.8% |
| Participant deferral / active EE | $3,663 | $4,005-8.6% | $3,287+11.4% | $5,439-32.7% |
| Admin fee / account holder | $220 | $7,424-97.0% | $5,478-96.0% | $10,885-98.0% |