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 | $26,517 | $109,817-75.9% | $98,442-73.1% | $167,490-84.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 21.95% | 1956.69%-1934.7pp | 1492.73%-1470.8pp | 478.56%-456.6pp |
| Employer contribution / active EE | $899 | $3,224-72.1% | $2,960-69.6% | $4,837-81.4% |
| Participant deferral / active EE | $8,792 | $4,673+88.1% | $4,276+105.6% | $6,341+38.6% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |