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 10-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 | $119,506 | $88,751+34.7% | $81,812+46.1% | $145,922-18.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.57% | 1025.40%-1014.8pp | 773.79%-763.2pp | 561.29%-550.7pp |
| Employer contribution / active EE | $4,504 | $3,083+46.1% | $2,912+54.6% | $4,660-3.3% |
| Participant deferral / active EE | $8,548 | $4,643+84.1% | $4,319+97.9% | $6,688+27.8% |
| Admin fee / account holder | $95 | $8,415-98.9% | $7,386-98.7% | $13,397-99.3% |