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 | $169,520 | $150,440+12.7% | $136,294+24.4% | $147,584+14.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.88% | 1049.08%-1027.2pp | 5155.94%-5134.1pp | 578.55%-556.7pp |
| Employer contribution / active EE | $4,804 | $5,256-8.6% | $4,695+2.3% | $4,876-1.5% |
| Participant deferral / active EE | $10,728 | $6,630+61.8% | $6,247+71.7% | $5,439+97.3% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |