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 | $21,082 | $99,020-78.7% | $86,590-75.7% | $147,584-85.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 22.53% | 1312.34%-1289.8pp | 964.84%-942.3pp | 578.55%-556.0pp |
| Employer contribution / active EE | $2,428 | $3,132-22.5% | $2,839-14.5% | $4,876-50.2% |
| Participant deferral / active EE | $7,072 | $3,972+78.0% | $3,609+96.0% | $5,439+30.0% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |