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 | $140,982 | $232,540-39.4% | $185,117-23.8% | $147,584-4.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 14.80% | 43.03%-28.2pp | 40.50%-25.7pp | 578.55%-563.7pp |
| Employer contribution / active EE | $450 | $5,195-91.3% | $4,182-89.2% | $4,876-90.8% |
| Participant deferral / active EE | $6,750 | $5,834+15.7% | $5,045+33.8% | $5,439+24.1% |
| Admin fee / account holder | -$67 | $10,275-100.7% | $8,159-100.8% | $10,885-100.6% |