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 4-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 | $11,085 | $81,625-86.4% | $58,482-81.0% | $139,434-92.0% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 19.02% | 7404.20%-7385.2pp | 4239.32%-4220.3pp | 372.94%-353.9pp |
| Employer contribution / active EE | $4,435 | $1,398+217.2% | $1,053+321.1% | $4,751-6.7% |
| Participant deferral / active EE | $7,500 | $2,557+193.4% | $1,924+289.8% | $6,710+11.8% |
| Admin fee / account holder | $52 | $3,265-98.4% | $2,516-97.9% | $11,403-99.5% |