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 | $173,458 | $202,318-14.3% | $172,739+0.4% | $152,861+13.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.12% | 1029.65%-1008.5pp | 802.84%-781.7pp | 345.32%-324.2pp |
| Employer contribution / active EE | $2,054 | $5,856-64.9% | $5,143-60.1% | $4,762-56.9% |
| Participant deferral / active EE | $8,309 | $5,948+39.7% | $5,198+59.9% | $5,850+42.0% |
| Admin fee / account holder | $278 | $17,109-98.4% | $13,954-98.0% | $11,596-97.6% |