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 | $52,340 | $150,440-65.2% | $136,294-61.6% | $147,584-64.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 0.00% | 1049.08%-1049.1pp | 5155.94%-5155.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $11,807 | $5,256+124.6% | $4,695+151.5% | $4,876+142.1% |
| Participant deferral / active EE | $10,038 | $6,630+51.4% | $6,247+60.7% | $5,439+84.6% |
| Admin fee / account holder | $116 | $10,905-98.9% | $9,243-98.7% | $10,885-98.9% |