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 | $38,226 | $124,185-69.2% | $108,410-64.7% | $167,490-77.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 19.77% | 1379.64%-1359.9pp | 905.27%-885.5pp | 478.56%-458.8pp |
| Employer contribution / active EE | $8,203 | $4,187+95.9% | $3,558+130.5% | $4,837+69.6% |
| Participant deferral / active EE | $12,973 | $6,908+87.8% | $6,563+97.7% | $6,341+104.6% |
| Admin fee / account holder | $245 | $9,455-97.4% | $7,295-96.6% | $12,309-98.0% |