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 10-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 | $33,248 | $95,193-65.1% | $76,523-56.6% | $135,375-75.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 247.82% | 4.85%+243.0pp | -0.27%+248.1pp | 519.73%-271.9pp |
| Employer contribution / active EE | $2,157 | $3,302-34.7% | $2,647-18.5% | $4,779-54.9% |
| Participant deferral / active EE | $6,085 | $4,639+31.2% | $3,835+58.6% | $5,609+8.5% |
| Admin fee / account holder | $75 | $6,249-98.8% | $4,848-98.5% | $10,827-99.3% |