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 | $32,344 | $157,256-79.4% | $141,162-77.1% | $152,861-78.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 0.00% | 64.32%-64.3pp | 71.39%-71.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $11,093 | $5,261+110.9% | $4,735+134.3% | $4,762+132.9% |
| Participant deferral / active EE | $12,192 | $7,109+71.5% | $6,709+81.7% | $5,850+108.4% |
| Admin fee / account holder | $23 | $12,120-99.8% | $10,261-99.8% | $11,596-99.8% |