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 7-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 | $25,960 | $88,751-70.7% | $81,812-68.3% | $145,922-82.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.81% | 1025.40%-1013.6pp | 773.79%-762.0pp | 561.29%-549.5pp |
| Employer contribution / active EE | $1,879 | $3,083-39.1% | $2,912-35.5% | $4,660-59.7% |
| Participant deferral / active EE | $1,879 | $4,643-59.5% | $4,319-56.5% | $6,688-71.9% |
| Admin fee / account holder | $246 | $8,415-97.1% | $7,386-96.7% | $13,397-98.2% |