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 | $31,137 | $202,318-84.6% | $172,739-82.0% | $152,861-79.6% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.4%+6.4pp |
| Annual return | 28.73% | 1029.65%-1000.9pp | 802.84%-774.1pp | 345.32%-316.6pp |
| Employer contribution / active EE | $7,931 | $5,856+35.4% | $5,143+54.2% | $4,762+66.5% |
| Participant deferral / active EE | $2,842 | $5,948-52.2% | $5,198-45.3% | $5,850-51.4% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |