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 | $151,571 | $202,318-25.1% | $172,739-12.3% | $152,861-0.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.87% | 1029.65%-1009.8pp | 802.84%-783.0pp | 345.32%-325.4pp |
| Employer contribution / active EE | $2,009 | $5,856-65.7% | $5,143-60.9% | $4,762-57.8% |
| Participant deferral / active EE | $4,383 | $5,948-26.3% | $5,198-15.7% | $5,850-25.1% |
| Admin fee / account holder | $28 | $17,109-99.8% | $13,954-99.8% | $11,596-99.8% |