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 | $140,250 | $98,240+42.8% | $82,313+70.4% | $147,584-5.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 20.47% | 30.85%-10.4pp | 25.88%-5.4pp | 578.55%-558.1pp |
| Employer contribution / active EE | $3,985 | $3,192+24.9% | $2,428+64.1% | $4,876-18.3% |
| Participant deferral / active EE | $8,424 | $4,383+92.2% | $3,706+127.3% | $5,439+54.9% |
| Admin fee / account holder | $17 | $8,563-99.8% | $5,608-99.7% | $10,885-99.8% |