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 8-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 | $17,003 | $105,998-84.0% | $92,233-81.6% | $147,584-88.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 256.04% | 50.05%+206.0pp | 176.28%+79.8pp | 578.55%-322.5pp |
| Employer contribution / active EE | $3,356 | $4,333-22.5% | $3,679-8.8% | $4,876-31.2% |
| Participant deferral / active EE | $5,879 | $4,478+31.3% | $3,897+50.9% | $5,439+8.1% |
| Admin fee / account holder | $23 | $6,332-99.6% | $5,194-99.5% | $10,885-99.8% |