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 | $18,906 | $73,515-74.3% | $62,995-70.0% | $147,584-87.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 17.31% | 175.43%-158.1pp | 87.57%-70.3pp | 578.55%-561.2pp |
| Employer contribution / active EE | $2,439 | $3,320-26.5% | $2,759-11.6% | $4,876-50.0% |
| Participant deferral / active EE | $2,433 | $4,185-41.9% | $3,329-26.9% | $5,439-55.3% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |