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 | $74,105 | $76,738-3.4% | $56,411+31.4% | $145,922-49.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 11.10% | 2994.23%-2983.1pp | 1701.33%-1690.2pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,444 | $1,380+4.6% | $1,039+39.0% | $4,660-69.0% |
| Participant deferral / active EE | $11,500 | $2,623+338.5% | $1,952+489.2% | $6,688+72.0% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |