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 | $37,470 | $102,317-63.4% | $146,958-74.5% | $80,856-53.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 48.59% | 134.76%-86.2pp | 418.34%-369.8pp | 35.59%+13.0pp |
| Employer contribution / active EE | $5,140 | $3,713+38.4% | $4,933+4.2% | $2,755+86.6% |
| Participant deferral / active EE | $9,971 | $6,644+50.1% | $8,070+23.6% | $4,296+132.1% |
| Admin fee / account holder | $196 | $7,941-97.5% | $12,998-98.5% | $6,918-97.2% |