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 | $56,030 | $110,261-49.2% | $95,745-41.5% | $139,434-59.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 126.39% | 27.11%+99.3pp | 28.35%+98.0pp | 372.94%-246.6pp |
| Employer contribution / active EE | $21,664 | $3,257+565.1% | $2,835+664.3% | $4,751+356.0% |
| Participant deferral / active EE | $15,628 | $4,676+234.2% | $4,245+268.2% | $6,710+132.9% |
| Admin fee / account holder | $15 | $6,613-99.8% | $5,678-99.7% | $11,403-99.9% |