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 | $155,911 | $202,318-22.9% | $172,739-9.7% | $152,861+2.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.33% | 1029.65%-1007.3pp | 802.84%-780.5pp | 345.32%-323.0pp |
| Employer contribution / active EE | $2,366 | $5,856-59.6% | $5,143-54.0% | $4,762-50.3% |
| Participant deferral / active EE | $8,627 | $5,948+45.0% | $5,198+66.0% | $5,850+47.5% |
| Admin fee / account holder | $121 | $17,109-99.3% | $13,954-99.1% | $11,596-99.0% |