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 9-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 | $179,767 | $227,553-21.0% | $189,557-5.2% | $167,490+7.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 15.24% | 78.40%-63.2pp | 64.17%-48.9pp | 478.56%-463.3pp |
| Employer contribution / active EE | $19,670 | $5,316+270.0% | $4,412+345.8% | $4,837+306.6% |
| Participant deferral / active EE | $13,867 | $7,002+98.0% | $6,174+124.6% | $6,341+118.7% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |