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 7-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 | $176,756 | $88,751+99.2% | $81,812+116.1% | $145,922+21.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 41.38% | 1025.40%-984.0pp | 773.79%-732.4pp | 561.29%-519.9pp |
| Employer contribution / active EE | $8,275 | $3,083+168.4% | $2,912+184.1% | $4,660+77.6% |
| Participant deferral / active EE | $26,000 | $4,643+460.0% | $4,319+502.1% | $6,688+288.8% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |