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 | $71,974 | $150,440-52.2% | $136,294-47.2% | $147,584-51.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 24.43% | 1049.08%-1024.7pp | 5155.94%-5131.5pp | 578.55%-554.1pp |
| Employer contribution / active EE | $19,224 | $5,256+265.8% | $4,695+309.4% | $4,876+294.2% |
| Participant deferral / active EE | $9,838 | $6,630+48.4% | $6,247+57.5% | $5,439+80.9% |
| Admin fee / account holder | $12 | $10,905-99.9% | $9,243-99.9% | $10,885-99.9% |