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 | $181,819 | $77,419+134.9% | $69,455+161.8% | $152,861+18.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 8.39% | 39.06%-30.7pp | 28.97%-20.6pp | 345.32%-336.9pp |
| Employer contribution / active EE | $15,141 | $3,315+356.7% | $2,779+444.8% | $4,762+217.9% |
| Participant deferral / active EE | $21,541 | $4,414+388.0% | $3,535+509.3% | $5,850+268.2% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,839-100.0% | $11,596-100.0% |