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 | $231,541 | $95,416+142.7% | $185,823+24.6% | $85,850+169.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.09% | 23.59%-10.5pp | 122.05%-109.0pp | 318.53%-305.4pp |
| Employer contribution / active EE | $8,542 | $3,314+157.8% | $5,167+65.3% | $2,565+233.0% |
| Participant deferral / active EE | $4,866 | $3,423+42.1% | $5,568-12.6% | $3,952+23.1% |
| Admin fee / account holder | $1 | $7,213-100.0% | $16,237-100.0% | $6,260-100.0% |