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 4-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 | $13,631 | $70,756-80.7% | $65,493-79.2% | $142,382-90.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 26.55% | 1754.89%-1728.3pp | 982.45%-955.9pp | 217.08%-190.5pp |
| Employer contribution / active EE | $3,020 | $2,881+4.8% | $2,574+17.3% | $4,299-29.8% |
| Participant deferral / active EE | $6,174 | $4,637+33.1% | $3,961+55.9% | $6,507-5.1% |
| Admin fee / account holder | $268 | $6,559-95.9% | $5,028-94.7% | $12,624-97.9% |