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 | $70,742 | $83,337-15.1% | $67,834+4.3% | $273,961-74.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 5.79% | 259.45%-253.7pp | 138.47%-132.7pp | 41.45%-35.7pp |
| Employer contribution / active EE | $10,000 | $3,287+204.2% | $2,403+316.1% | $4,869+105.4% |
| Participant deferral / active EE | $3,750 | $4,088-8.3% | $3,160+18.7% | $5,287-29.1% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |