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 9-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 | $18,257 | $105,998-82.8% | $92,233-80.2% | $147,584-87.6% |
| Participation rate | 90.0% | 80.4%+9.6pp | 76.5%+13.5pp | 82.8%+7.2pp |
| Annual return | 113.07% | 50.05%+63.0pp | 176.28%-63.2pp | 578.55%-465.5pp |
| Employer contribution / active EE | $5,069 | $4,333+17.0% | $3,679+37.8% | $4,876+4.0% |
| Participant deferral / active EE | $5,716 | $4,478+27.6% | $3,897+46.7% | $5,439+5.1% |
| Admin fee / account holder | $149 | $6,332-97.6% | $5,194-97.1% | $10,885-98.6% |