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 | $124,888 | $85,766+45.6% | $136,294-8.4% | $70,131+78.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.35% | 31.45%-16.1pp | 5155.94%-5140.6pp | 73.14%-57.8pp |
| Employer contribution / active EE | $8,038 | $2,966+171.0% | $4,695+71.2% | $2,342+243.2% |
| Participant deferral / active EE | $4,464 | $5,051-11.6% | $6,247-28.5% | $3,332+34.0% |
| Admin fee / account holder | $71 | $5,420-98.7% | $9,243-99.2% | $4,645-98.5% |