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 | $40,046 | $70,756-43.4% | $65,493-38.9% | $142,382-71.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 15.62% | 1754.89%-1739.3pp | 982.45%-966.8pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,243 | $2,881-22.1% | $2,574-12.9% | $4,299-47.8% |
| Participant deferral / active EE | $6,800 | $4,637+46.6% | $3,961+71.7% | $6,507+4.5% |
| Admin fee / account holder | $284 | $6,559-95.7% | $5,028-94.3% | $12,624-97.7% |