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 | $157,462 | $138,065+14.0% | $123,544+27.5% | $135,375+16.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.00% | 153.68%-159.7pp | 119.20%-125.2pp | 519.73%-525.7pp |
| Employer contribution / active EE | $17,907 | $5,151+247.6% | $4,628+286.9% | $4,779+274.7% |
| Participant deferral / active EE | $5,375 | $6,799-20.9% | $6,426-16.3% | $5,609-4.2% |
| Admin fee / account holder | $230 | $10,916-97.9% | $9,284-97.5% | $10,827-97.9% |