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 | $35,087 | $99,652-64.8% | $78,778-55.5% | $147,584-76.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 17.39% | 47.28%-29.9pp | 35.62%-18.2pp | 578.55%-561.2pp |
| Employer contribution / active EE | $12,410 | $2,796+343.9% | $1,986+525.0% | $4,876+154.5% |
| Participant deferral / active EE | $7,118 | $3,664+94.3% | $2,958+140.6% | $5,439+30.9% |
| Admin fee / account holder | $20 | $7,155-99.7% | $5,134-99.6% | $10,885-99.8% |