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 | $241,383 | $150,440+60.5% | $136,294+77.1% | $147,584+63.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.76% | 1049.08%-1035.3pp | 5155.94%-5142.2pp | 578.55%-564.8pp |
| Employer contribution / active EE | $4,432 | $5,256-15.7% | $4,695-5.6% | $4,876-9.1% |
| Participant deferral / active EE | $11,763 | $6,630+77.4% | $6,247+88.3% | $5,439+116.3% |
| Admin fee / account holder | $119 | $10,905-98.9% | $9,243-98.7% | $10,885-98.9% |