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 8-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 | $91,147 | $95,193-4.3% | $76,523+19.1% | $135,375-32.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 441.08% | 4.85%+436.2pp | -0.27%+441.4pp | 519.73%-78.7pp |
| Employer contribution / active EE | $955 | $3,302-71.1% | $2,647-63.9% | $4,779-80.0% |
| Participant deferral / active EE | $2,368 | $4,639-49.0% | $3,835-38.3% | $5,609-57.8% |
| Admin fee / account holder | $281 | $6,249-95.5% | $4,848-94.2% | $10,827-97.4% |