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 6-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 | $47,914 | $138,044-65.3% | $125,339-61.8% | $134,475-64.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 104.11% | 750.33%-646.2pp | 572.05%-467.9pp | 417.96%-313.9pp |
| Employer contribution / active EE | $3,864 | $5,243-26.3% | $4,814-19.7% | $4,740-18.5% |
| Participant deferral / active EE | $5,574 | $7,799-28.5% | $7,446-25.1% | $6,400-12.9% |
| Admin fee / account holder | $27 | $11,571-99.8% | $10,010-99.7% | $11,426-99.8% |