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 | $135,589 | $202,318-33.0% | $172,739-21.5% | $152,861-11.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.28% | 1029.65%-1012.4pp | 802.84%-785.6pp | 345.32%-328.0pp |
| Employer contribution / active EE | $3,204 | $5,856-45.3% | $5,143-37.7% | $4,762-32.7% |
| Participant deferral / active EE | $5,190 | $5,948-12.7% | $5,198-0.1% | $5,850-11.3% |
| Admin fee / account holder | $163 | $17,109-99.0% | $13,954-98.8% | $11,596-98.6% |