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 | $169,549 | $202,318-16.2% | $172,739-1.8% | $152,861+10.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 25.61% | 1029.65%-1004.0pp | 802.84%-777.2pp | 345.32%-319.7pp |
| Employer contribution / active EE | $4,124 | $5,856-29.6% | $5,143-19.8% | $4,762-13.4% |
| Participant deferral / active EE | $9,609 | $5,948+61.5% | $5,198+84.9% | $5,850+64.2% |
| Admin fee / account holder | $68 | $17,109-99.6% | $13,954-99.5% | $11,596-99.4% |