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 | $240,813 | $100,754+139.0% | $86,677+177.8% | $134,475+79.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.11% | 29.04%-47.2pp | 35.91%-54.0pp | 417.96%-436.1pp |
| Employer contribution / active EE | $4,158 | $3,489+19.2% | $2,836+46.6% | $4,740-12.3% |
| Participant deferral / active EE | $14,054 | $5,338+163.3% | $4,656+201.9% | $6,400+119.6% |
| Admin fee / account holder | $15 | $10,926-99.9% | $7,493-99.8% | $11,426-99.9% |