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 9-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 | $46,038 | $144,119-68.1% | $117,854-60.9% | $147,584-68.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 25.81% | 531.15%-505.3pp | 335.08%-309.3pp | 578.55%-552.7pp |
| Employer contribution / active EE | $22,900 | $4,896+367.7% | $3,786+504.8% | $4,876+369.6% |
| Participant deferral / active EE | $9,000 | $5,316+69.3% | $4,482+100.8% | $5,439+65.5% |
| Admin fee / account holder | $13 | $10,886-99.9% | $8,020-99.8% | $10,885-99.9% |