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 9-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 | $36,955 | $202,318-81.7% | $172,739-78.6% | $152,861-75.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 33.95% | 1029.65%-995.7pp | 802.84%-768.9pp | 345.32%-311.4pp |
| Employer contribution / active EE | $4,449 | $5,856-24.0% | $5,143-13.5% | $4,762-6.6% |
| Participant deferral / active EE | $13,267 | $5,948+123.1% | $5,198+155.3% | $5,850+126.8% |
| Admin fee / account holder | $255 | $17,109-98.5% | $13,954-98.2% | $11,596-97.8% |