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 3-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 | $25,065 | $183,519-86.3% | $155,509-83.9% | $145,922-82.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 1914.66% | 61.17%+1853.5pp | 64.67%+1850.0pp | 561.29%+1353.4pp |
| Employer contribution / active EE | $3,281 | $5,313-38.2% | $4,672-29.8% | $4,660-29.6% |
| Participant deferral / active EE | $15,852 | $6,462+145.3% | $5,626+181.8% | $6,688+137.0% |
| Admin fee / account holder | $6 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |