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 3-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 | $172,859 | $156,846+10.2% | $121,098+42.7% | $139,434+24.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 21.22% | 1474.56%-1453.3pp | 985.75%-964.5pp | 372.94%-351.7pp |
| Employer contribution / active EE | $8,542 | $5,536+54.3% | $4,164+105.1% | $4,751+79.8% |
| Participant deferral / active EE | $19,833 | $4,844+309.4% | $4,080+386.2% | $6,710+195.6% |
| Admin fee / account holder | $20 | $6,946-99.7% | $5,644-99.6% | $11,403-99.8% |