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 3-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 | $84,052 | $117,841-28.7% | $102,423-17.9% | $145,922-42.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 720.25% | 31.65%+688.6pp | 29.32%+690.9pp | 561.29%+159.0pp |
| Employer contribution / active EE | $3,665 | $3,615+1.4% | $3,023+21.2% | $4,660-21.3% |
| Participant deferral / active EE | $6,612 | $5,731+15.4% | $5,053+30.8% | $6,688-1.1% |
| Admin fee / account holder | $2 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |