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 8-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 | $115,184 | $197,591-41.7% | $177,821-35.2% | $158,922-27.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 43.33% | 58.76%-15.4pp | 48.32%-5.0pp | 302.83%-259.5pp |
| Employer contribution / active EE | $14,230 | $6,697+112.5% | $5,918+140.4% | $4,761+198.9% |
| Participant deferral / active EE | $9,022 | $8,405+7.3% | $7,714+17.0% | $5,982+50.8% |
| Admin fee / account holder | $13 | $15,399-99.9% | $12,427-99.9% | $11,246-99.9% |