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 | $214,938 | $105,931+102.9% | $81,930+162.3% | $158,922+35.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 14.56% | 38.17%-23.6pp | 29.49%-14.9pp | 302.83%-288.3pp |
| Employer contribution / active EE | $8,402 | $7,800+7.7% | $4,310+94.9% | $4,761+76.5% |
| Participant deferral / active EE | $18,552 | $13,003+42.7% | $7,107+161.0% | $5,982+210.1% |
| Admin fee / account holder | $0 | $8,489-100.0% | $5,158-100.0% | $11,246-100.0% |