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 4-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 | $25,448 | $108,919-76.6% | $100,391-74.7% | $145,922-82.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.82% | 57.88%-44.1pp | 49.20%-35.4pp | 561.29%-547.5pp |
| Employer contribution / active EE | $2,701 | $4,419-38.9% | $3,942-31.5% | $4,660-42.0% |
| Participant deferral / active EE | $7,096 | $8,445-16.0% | $8,082-12.2% | $6,688+6.1% |
| Admin fee / account holder | $45 | $9,689-99.5% | $7,899-99.4% | $13,397-99.7% |