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 | $241,530 | $93,024+159.6% | $77,024+213.6% | $134,475+79.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -21.22% | 62.60%-83.8pp | 42.32%-63.5pp | 417.96%-439.2pp |
| Employer contribution / active EE | $8,494 | $3,418+148.5% | $2,812+202.0% | $4,740+79.2% |
| Participant deferral / active EE | $9,000 | $5,238+71.8% | $4,426+103.3% | $6,400+40.6% |
| Admin fee / account holder | $138 | $6,944-98.0% | $5,425-97.5% | $11,426-98.8% |