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 | $27,355 | $169,032-83.8% | $129,207-78.8% | $145,922-81.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.62% | 14330.11%-14316.5pp | 9417.33%-9403.7pp | 561.29%-547.7pp |
| Employer contribution / active EE | $528 | $5,537-90.5% | $4,153-87.3% | $4,660-88.7% |
| Participant deferral / active EE | $528 | $4,987-89.4% | $4,168-87.3% | $6,688-92.1% |
| Admin fee / account holder | $123 | $9,954-98.8% | $7,715-98.4% | $13,397-99.1% |