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 | $217,670 | $96,305+126.0% | $80,569+170.2% | $139,434+56.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 15.58% | 1350.08%-1334.5pp | 935.43%-919.8pp | 372.94%-357.4pp |
| Employer contribution / active EE | $7,021 | $3,262+115.2% | $2,723+157.8% | $4,751+47.8% |
| Participant deferral / active EE | $30,000 | $5,232+473.4% | $4,447+574.5% | $6,710+347.1% |
| Admin fee / account holder | $33 | $6,599-99.5% | $5,377-99.4% | $11,403-99.7% |