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 | $116,810 | $227,553-48.7% | $189,557-38.4% | $167,490-30.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 33.36% | 78.40%-45.0pp | 64.17%-30.8pp | 478.56%-445.2pp |
| Employer contribution / active EE | $12,921 | $5,316+143.1% | $4,412+192.8% | $4,837+167.1% |
| Participant deferral / active EE | $11,920 | $7,002+70.2% | $6,174+93.1% | $6,341+88.0% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |