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 9-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 | $40,937 | $202,318-79.8% | $172,739-76.3% | $152,861-73.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 241.14% | 1029.65%-788.5pp | 802.84%-561.7pp | 345.32%-104.2pp |
| Employer contribution / active EE | $12,690 | $5,856+116.7% | $5,143+146.7% | $4,762+166.5% |
| Participant deferral / active EE | $4,081 | $5,948-31.4% | $5,198-21.5% | $5,850-30.2% |
| Admin fee / account holder | $6 | $17,109-100.0% | $13,954-100.0% | $11,596-99.9% |