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 | $51,787 | $108,919-52.5% | $100,391-48.4% | $145,922-64.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 23.62% | 57.88%-34.3pp | 49.20%-25.6pp | 561.29%-537.7pp |
| Employer contribution / active EE | $6,177 | $4,419+39.8% | $3,942+56.7% | $4,660+32.6% |
| Participant deferral / active EE | $9,146 | $8,445+8.3% | $8,082+13.2% | $6,688+36.8% |
| Admin fee / account holder | $36 | $9,689-99.6% | $7,899-99.5% | $13,397-99.7% |