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 6-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 | $146,462 | $124,319+17.8% | $111,297+31.6% | $167,490-12.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 18.69% | 37.44%-18.7pp | 54.65%-36.0pp | 478.56%-459.9pp |
| Employer contribution / active EE | $23,720 | $3,435+590.5% | $2,731+768.5% | $4,837+390.3% |
| Participant deferral / active EE | $26,400 | $5,180+409.6% | $4,487+488.3% | $6,341+316.3% |
| Admin fee / account holder | $0 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |