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 | $34,766 | $209,832-83.4% | $189,513-81.7% | $167,490-79.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 28.68% | 748.27%-719.6pp | 555.15%-526.5pp | 478.56%-449.9pp |
| Employer contribution / active EE | $1,891 | $6,914-72.7% | $6,162-69.3% | $4,837-60.9% |
| Participant deferral / active EE | $5,864 | $8,935-34.4% | $8,221-28.7% | $6,341-7.5% |
| Admin fee / account holder | $64 | $14,293-99.6% | $12,045-99.5% | $12,309-99.5% |