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 | $116,432 | $183,963-36.7% | $162,163-28.2% | $152,861-23.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 22.33% | 150.76%-128.4pp | 115.59%-93.3pp | 345.32%-323.0pp |
| Employer contribution / active EE | $10,443 | $6,371+63.9% | $5,614+86.0% | $4,762+119.3% |
| Participant deferral / active EE | $12,881 | $8,034+60.3% | $7,298+76.5% | $5,850+120.2% |
| Admin fee / account holder | $59 | $13,121-99.6% | $10,843-99.5% | $11,596-99.5% |