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 5-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 | $56,932 | $185,200-69.3% | $142,863-60.1% | $167,490-66.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 9.69% | 8555.70%-8546.0pp | 5637.54%-5627.8pp | 478.56%-468.9pp |
| Employer contribution / active EE | $7,650 | $5,604+36.5% | $4,144+84.6% | $4,837+58.1% |
| Participant deferral / active EE | $19,500 | $4,494+333.9% | $3,837+408.2% | $6,341+207.5% |
| Admin fee / account holder | $0 | $8,031-100.0% | $6,560-100.0% | $12,309-100.0% |