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 | $52,932 | $209,411-74.7% | $178,490-70.3% | $158,922-66.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 470.32% | 188.75%+281.6pp | 151.07%+319.3pp | 302.83%+167.5pp |
| Employer contribution / active EE | $8,593 | $5,706+50.6% | $5,011+71.5% | $4,761+80.5% |
| Participant deferral / active EE | $27,669 | $5,954+364.7% | $5,202+431.9% | $5,982+362.5% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |