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 | $185,133 | $138,044+34.1% | $125,339+47.7% | $134,475+37.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -6.24% | 750.33%-756.6pp | 572.05%-578.3pp | 417.96%-424.2pp |
| Employer contribution / active EE | $4,047 | $5,243-22.8% | $4,814-15.9% | $4,740-14.6% |
| Participant deferral / active EE | $12,491 | $7,799+60.2% | $7,446+67.7% | $6,400+95.2% |
| Admin fee / account holder | $72 | $11,571-99.4% | $10,010-99.3% | $11,426-99.4% |