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 | $40,761 | $202,318-79.9% | $172,739-76.4% | $152,861-73.3% |
| Participation rate | 92.9% | 87.1%+5.8pp | 82.6%+10.2pp | 82.4%+10.4pp |
| Annual return | 124.94% | 1029.65%-904.7pp | 802.84%-677.9pp | 345.32%-220.4pp |
| Employer contribution / active EE | $2,187 | $5,856-62.7% | $5,143-57.5% | $4,762-54.1% |
| Participant deferral / active EE | $4,548 | $5,948-23.5% | $5,198-12.5% | $5,850-22.3% |
| Admin fee / account holder | $29 | $17,109-99.8% | $13,954-99.8% | $11,596-99.8% |