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 | $61,259 | $106,890-42.7% | $84,015-27.1% | $152,861-59.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 9.54% | 104.99%-95.4pp | 71.31%-61.8pp | 345.32%-335.8pp |
| Employer contribution / active EE | $3,997 | $2,734+46.2% | $1,983+101.5% | $4,762-16.1% |
| Participant deferral / active EE | $3,359 | $4,011-16.3% | $3,239+3.7% | $5,850-42.6% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |