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 | $30,799 | $197,825-84.4% | $155,790-80.2% | $125,391-75.4% |
| Participation rate | 80.0% | 82.1%-2.1pp | 76.1%+3.9pp | 83.2%-3.2pp |
| Annual return | -0.12% | 86.74%-86.9pp | 71.54%-71.7pp | 282.22%-282.3pp |
| Employer contribution / active EE | $1,030 | $4,847-78.7% | $3,836-73.1% | $4,866-78.8% |
| Participant deferral / active EE | $2,060 | $5,630-63.4% | $4,797-57.1% | $5,352-61.5% |
| Admin fee / account holder | $0 | $9,545-100.0% | $7,478-100.0% | $9,540-100.0% |