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 3-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 | $36,691 | $108,919-66.3% | $100,391-63.5% | $145,922-74.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 203.89% | 57.88%+146.0pp | 49.20%+154.7pp | 561.29%-357.4pp |
| Employer contribution / active EE | $7,191 | $4,419+62.7% | $3,942+82.4% | $4,660+54.3% |
| Participant deferral / active EE | $25,988 | $8,445+207.7% | $8,082+221.6% | $6,688+288.6% |
| Admin fee / account holder | $33 | $9,689-99.7% | $7,899-99.6% | $13,397-99.8% |