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 | $30,670 | $96,635-68.3% | $86,612-64.6% | $139,434-78.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 20.13% | 106.41%-86.3pp | 591.07%-570.9pp | 372.94%-352.8pp |
| Employer contribution / active EE | $2,818 | $3,263-13.7% | $3,022-6.8% | $4,751-40.7% |
| Participant deferral / active EE | $3,757 | $4,836-22.3% | $4,438-15.3% | $6,710-44.0% |
| Admin fee / account holder | $108 | $6,408-98.3% | $5,614-98.1% | $11,403-99.1% |