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 | $41,498 | $150,440-72.4% | $136,294-69.6% | $147,584-71.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 818.33% | 1049.08%-230.8pp | 5155.94%-4337.6pp | 578.55%+239.8pp |
| Employer contribution / active EE | $11,640 | $5,256+121.4% | $4,695+147.9% | $4,876+138.7% |
| Participant deferral / active EE | $11,868 | $6,630+79.0% | $6,247+90.0% | $5,439+118.2% |
| Admin fee / account holder | $111 | $10,905-99.0% | $9,243-98.8% | $10,885-99.0% |