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 7-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 | $121,693 | $150,187-19.0% | $120,354+1.1% | $145,922-16.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 8.57% | 154.07%-145.5pp | 107.15%-98.6pp | 561.29%-552.7pp |
| Employer contribution / active EE | $3,231 | $4,348-25.7% | $3,463-6.7% | $4,660-30.7% |
| Participant deferral / active EE | $20,333 | $6,173+229.4% | $4,991+307.4% | $6,688+204.0% |
| Admin fee / account holder | $20 | $12,207-99.8% | $9,423-99.8% | $13,397-99.9% |