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 9-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 | $72,886 | $96,635-24.6% | $86,612-15.8% | $139,434-47.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.51% | 106.41%-88.9pp | 591.07%-573.6pp | 372.94%-355.4pp |
| Employer contribution / active EE | $7,289 | $3,263+123.4% | $3,022+141.2% | $4,751+53.4% |
| Participant deferral / active EE | $10,745 | $4,836+122.2% | $4,438+142.1% | $6,710+60.1% |
| Admin fee / account holder | $30 | $6,408-99.5% | $5,614-99.5% | $11,403-99.7% |