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 6-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 | $10,880 | $110,261-90.1% | $95,745-88.6% | $139,434-92.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.76% | 27.11%-9.4pp | 28.35%-10.6pp | 372.94%-355.2pp |
| Employer contribution / active EE | $796 | $3,257-75.6% | $2,835-71.9% | $4,751-83.2% |
| Participant deferral / active EE | $1,638 | $4,676-65.0% | $4,245-61.4% | $6,710-75.6% |
| Admin fee / account holder | $50 | $6,613-99.2% | $5,678-99.1% | $11,403-99.6% |