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 | $164,997 | $99,079+66.5% | $77,999+111.5% | $273,961-39.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 7.64% | 217.93%-210.3pp | 425.96%-418.3pp | 41.45%-33.8pp |
| Employer contribution / active EE | $5,461 | $3,308+65.1% | $2,470+121.1% | $4,869+12.2% |
| Participant deferral / active EE | $8,650 | $4,306+100.9% | $3,497+147.4% | $5,287+63.6% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |