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 | $220,836 | $150,440+46.8% | $136,294+62.0% | $147,584+49.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.55% | 1049.08%-1037.5pp | 5155.94%-5144.4pp | 578.55%-567.0pp |
| Employer contribution / active EE | $12,046 | $5,256+129.2% | $4,695+156.6% | $4,876+147.0% |
| Participant deferral / active EE | $5,000 | $6,630-24.6% | $6,247-20.0% | $5,439-8.1% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |