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 | $41,248 | $73,515-43.9% | $62,995-34.5% | $147,584-72.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 29.40% | 175.43%-146.0pp | 87.57%-58.2pp | 578.55%-549.1pp |
| Employer contribution / active EE | $9,141 | $3,320+175.3% | $2,759+231.3% | $4,876+87.5% |
| Participant deferral / active EE | $9,218 | $4,185+120.3% | $3,329+176.9% | $5,439+69.5% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |