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 8-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 | $53,434 | $157,256-66.0% | $141,162-62.1% | $152,861-65.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 67.55% | 64.32%+3.2pp | 71.39%-3.8pp | 345.32%-277.8pp |
| Employer contribution / active EE | $2,575 | $5,261-51.1% | $4,735-45.6% | $4,762-45.9% |
| Participant deferral / active EE | $10,718 | $7,109+50.8% | $6,709+59.7% | $5,850+83.2% |
| Admin fee / account holder | $25 | $12,120-99.8% | $10,261-99.8% | $11,596-99.8% |