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 | $67,773 | $159,901-57.6% | $146,958-53.9% | $145,922-53.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.79% | 98.13%-73.3pp | 418.34%-393.5pp | 561.29%-536.5pp |
| Employer contribution / active EE | $13,109 | $5,286+148.0% | $4,933+165.7% | $4,660+181.3% |
| Participant deferral / active EE | $11,400 | $8,428+35.3% | $8,070+41.3% | $6,688+70.5% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |