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 8-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 | $214,443 | $176,662+21.4% | $130,648+64.1% | $152,861+40.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 31.64% | 2692.24%-2660.6pp | 1708.96%-1677.3pp | 345.32%-313.7pp |
| Employer contribution / active EE | $12,500 | $5,742+117.7% | $4,092+205.5% | $4,762+162.5% |
| Participant deferral / active EE | $19,000 | $4,361+335.6% | $3,603+427.4% | $5,850+224.8% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |