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 7-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 | $27,803 | $88,751-68.7% | $81,812-66.0% | $145,922-80.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.93% | 1025.40%-1014.5pp | 773.79%-762.9pp | 561.29%-550.4pp |
| Employer contribution / active EE | $1,227 | $3,083-60.2% | $2,912-57.9% | $4,660-73.7% |
| Participant deferral / active EE | $1,576 | $4,643-66.0% | $4,319-63.5% | $6,688-76.4% |
| Admin fee / account holder | $265 | $8,415-96.9% | $7,386-96.4% | $13,397-98.0% |