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 | $140,530 | $99,020+41.9% | $86,590+62.3% | $147,584-4.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 32.41% | 1312.34%-1279.9pp | 964.84%-932.4pp | 578.55%-546.1pp |
| Employer contribution / active EE | $3,963 | $3,132+26.5% | $2,839+39.6% | $4,876-18.7% |
| Participant deferral / active EE | $5,163 | $3,972+30.0% | $3,609+43.1% | $5,439-5.1% |
| Admin fee / account holder | $6 | $5,710-99.9% | $4,906-99.9% | $10,885-99.9% |