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 | $14,221 | $114,047-87.5% | $96,139-85.2% | $167,490-91.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 92.05% | 189.88%-97.8pp | 191.94%-99.9pp | 478.56%-386.5pp |
| Employer contribution / active EE | $5,513 | $3,427+60.9% | $2,797+97.1% | $4,837+14.0% |
| Participant deferral / active EE | $12,798 | $5,194+146.4% | $4,349+194.3% | $6,341+101.8% |
| Admin fee / account holder | $45 | $6,897-99.4% | $5,537-99.2% | $12,309-99.6% |