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 | $188,251 | $105,998+77.6% | $92,233+104.1% | $147,584+27.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.37% | 50.05%-30.7pp | 176.28%-156.9pp | 578.55%-559.2pp |
| Employer contribution / active EE | $11,694 | $4,333+169.9% | $3,679+217.8% | $4,876+139.8% |
| Participant deferral / active EE | $14,495 | $4,478+223.7% | $3,897+272.0% | $5,439+166.5% |
| Admin fee / account holder | $46 | $6,332-99.3% | $5,194-99.1% | $10,885-99.6% |