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 | $142,749 | $183,963-22.4% | $162,163-12.0% | $152,861-6.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.78% | 150.76%-130.0pp | 115.59%-94.8pp | 345.32%-324.5pp |
| Employer contribution / active EE | $14,580 | $6,371+128.9% | $5,614+159.7% | $4,762+206.2% |
| Participant deferral / active EE | $9,812 | $8,034+22.1% | $7,298+34.4% | $5,850+67.7% |
| Admin fee / account holder | $90 | $13,121-99.3% | $10,843-99.2% | $11,596-99.2% |