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 | $24,124 | $72,400-66.7% | $67,502-64.3% | $145,922-83.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 71.00% | 7182.46%-7111.5pp | 3512.12%-3441.1pp | 561.29%-490.3pp |
| Employer contribution / active EE | $0 | $3,069-100.0% | $2,731-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,711 | $4,783-22.4% | $4,000-7.2% | $6,688-44.5% |
| Admin fee / account holder | $156 | $5,539-97.2% | $3,998-96.1% | $13,397-98.8% |