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 7-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 | $26,878 | $165,335-83.7% | $149,696-82.0% | $158,922-83.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 73.82% | 348.15%-274.3pp | 276.60%-202.8pp | 302.83%-229.0pp |
| Employer contribution / active EE | $2,651 | $5,103-48.0% | $4,644-42.9% | $4,761-44.3% |
| Participant deferral / active EE | $15,456 | $7,181+115.2% | $6,842+125.9% | $5,982+158.4% |
| Admin fee / account holder | $64 | $10,807-99.4% | $9,309-99.3% | $11,246-99.4% |