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 | $47,313 | $202,318-76.6% | $172,739-72.6% | $152,861-69.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 0.00% | 1029.65%-1029.7pp | 802.84%-802.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,199 | $5,856-62.4% | $5,143-57.2% | $4,762-53.8% |
| Participant deferral / active EE | $4,530 | $5,948-23.8% | $5,198-12.9% | $5,850-22.6% |
| Admin fee / account holder | $264 | $17,109-98.5% | $13,954-98.1% | $11,596-97.7% |