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 | $180,596 | $202,318-10.7% | $172,739+4.5% | $152,861+18.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 25.94% | 1029.65%-1003.7pp | 802.84%-776.9pp | 345.32%-319.4pp |
| Employer contribution / active EE | $2,002 | $5,856-65.8% | $5,143-61.1% | $4,762-58.0% |
| Participant deferral / active EE | $4,231 | $5,948-28.9% | $5,198-18.6% | $5,850-27.7% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |