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 | $111,646 | $88,751+25.8% | $81,812+36.5% | $145,922-23.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.72% | 1025.40%-1013.7pp | 773.79%-762.1pp | 561.29%-549.6pp |
| Employer contribution / active EE | $5,346 | $3,083+73.4% | $2,912+83.6% | $4,660+14.7% |
| Participant deferral / active EE | $11,364 | $4,643+144.8% | $4,319+163.2% | $6,688+69.9% |
| Admin fee / account holder | $85 | $8,415-99.0% | $7,386-98.9% | $13,397-99.4% |