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 | $114,721 | $150,440-23.7% | $136,294-15.8% | $147,584-22.3% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 28.99% | 1049.08%-1020.1pp | 5155.94%-5127.0pp | 578.55%-549.6pp |
| Employer contribution / active EE | $4,083 | $5,256-22.3% | $4,695-13.0% | $4,876-16.3% |
| Participant deferral / active EE | $13,404 | $6,630+102.2% | $6,247+114.6% | $5,439+146.5% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |