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 | $120,737 | $100,852+19.7% | $90,404+33.6% | $158,922-24.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 22.96% | 1724.20%-1701.2pp | 1293.02%-1270.1pp | 302.83%-279.9pp |
| Employer contribution / active EE | $7,719 | $3,689+109.3% | $3,262+136.6% | $4,761+62.1% |
| Participant deferral / active EE | $12,366 | $4,348+184.4% | $3,963+212.0% | $5,982+106.7% |
| Admin fee / account holder | $30 | $6,501-99.5% | $5,611-99.5% | $11,246-99.7% |