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 | $91,956 | $171,865-46.5% | $149,718-38.6% | $147,584-37.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.46% | 2113.22%-2099.8pp | 1501.63%-1488.2pp | 578.55%-565.1pp |
| Employer contribution / active EE | $2,694 | $6,275-57.1% | $5,445-50.5% | $4,876-44.7% |
| Participant deferral / active EE | $2,603 | $7,271-64.2% | $6,569-60.4% | $5,439-52.1% |
| Admin fee / account holder | $61 | $13,799-99.6% | $11,283-99.5% | $10,885-99.4% |