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 | $29,585 | $105,998-72.1% | $92,233-67.9% | $147,584-80.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.84% | 50.05%-35.2pp | 176.28%-161.4pp | 578.55%-563.7pp |
| Employer contribution / active EE | $1,850 | $4,333-57.3% | $3,679-49.7% | $4,876-62.1% |
| Participant deferral / active EE | $5,134 | $4,478+14.7% | $3,897+31.8% | $5,439-5.6% |
| Admin fee / account holder | $194 | $6,332-96.9% | $5,194-96.3% | $10,885-98.2% |