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 | $25,599 | $100,852-74.6% | $90,404-71.7% | $158,922-83.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 110.88% | 1724.20%-1613.3pp | 1293.02%-1182.1pp | 302.83%-191.9pp |
| Employer contribution / active EE | $9,509 | $3,689+157.8% | $3,262+191.5% | $4,761+99.7% |
| Participant deferral / active EE | $16,532 | $4,348+280.2% | $3,963+317.1% | $5,982+176.4% |
| Admin fee / account holder | $36 | $6,501-99.4% | $5,611-99.4% | $11,246-99.7% |