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 | $122,069 | $156,846-22.2% | $121,098+0.8% | $139,434-12.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 16.06% | 1474.56%-1458.5pp | 985.75%-969.7pp | 372.94%-356.9pp |
| Employer contribution / active EE | $43,500 | $5,536+685.8% | $4,164+944.7% | $4,751+815.6% |
| Participant deferral / active EE | $21,749 | $4,844+349.0% | $4,080+433.1% | $6,710+224.1% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |