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 | $134,916 | $202,318-33.3% | $172,739-21.9% | $152,861-11.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.14% | 1029.65%-1005.5pp | 802.84%-778.7pp | 345.32%-321.2pp |
| Employer contribution / active EE | $12,038 | $5,856+105.6% | $5,143+134.1% | $4,762+152.8% |
| Participant deferral / active EE | $6,286 | $5,948+5.7% | $5,198+20.9% | $5,850+7.4% |
| Admin fee / account holder | $298 | $17,109-98.3% | $13,954-97.9% | $11,596-97.4% |