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 5-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 | $20,183 | $114,047-82.3% | $96,139-79.0% | $167,490-87.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 0.00% | 189.88%-189.9pp | 191.94%-191.9pp | 478.56%-478.6pp |
| Employer contribution / active EE | $6,760 | $3,427+97.3% | $2,797+141.7% | $4,837+39.7% |
| Participant deferral / active EE | $12,430 | $5,194+139.3% | $4,349+185.8% | $6,341+96.0% |
| Admin fee / account holder | $229 | $6,897-96.7% | $5,537-95.9% | $12,309-98.1% |