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 9-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 | $140,580 | $115,770+21.4% | $101,248+38.8% | $158,922-11.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.30% | 56.14%-46.8pp | 46.47%-37.2pp | 302.83%-293.5pp |
| Employer contribution / active EE | $1,889 | $4,175-54.8% | $3,660-48.4% | $4,761-60.3% |
| Participant deferral / active EE | $5,611 | $4,957+13.2% | $4,370+28.4% | $5,982-6.2% |
| Admin fee / account holder | $185 | $7,245-97.5% | $5,945-96.9% | $11,246-98.4% |