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 | $26,583 | $150,440-82.3% | $136,294-80.5% | $147,584-82.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.31% | 1049.08%-1032.8pp | 5155.94%-5139.6pp | 578.55%-562.2pp |
| Employer contribution / active EE | $2,315 | $5,256-55.9% | $4,695-50.7% | $4,876-52.5% |
| Participant deferral / active EE | $7,118 | $6,630+7.4% | $6,247+13.9% | $5,439+30.9% |
| Admin fee / account holder | $164 | $10,905-98.5% | $9,243-98.2% | $10,885-98.5% |