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 | $233,533 | $77,813+200.1% | $123,544+89.0% | $64,186+263.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.59% | 12.48%-18.1pp | 119.20%-124.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $9,511 | $3,014+215.6% | $4,628+105.5% | $2,381+299.5% |
| Participant deferral / active EE | $11,914 | $5,240+127.4% | $6,426+85.4% | $3,470+243.4% |
| Admin fee / account holder | $201 | $5,519-96.4% | $9,284-97.8% | $4,888-95.9% |