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 | $158,006 | $171,865-8.1% | $149,718+5.5% | $147,584+7.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.48% | 2113.22%-2097.7pp | 1501.63%-1486.1pp | 578.55%-563.1pp |
| Employer contribution / active EE | $14,709 | $6,275+134.4% | $5,445+170.1% | $4,876+201.6% |
| Participant deferral / active EE | $0 | $7,271-100.0% | $6,569-100.0% | $5,439-100.0% |
| Admin fee / account holder | $71 | $13,799-99.5% | $11,283-99.4% | $10,885-99.3% |