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 8-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 | $137,779 | $97,757+40.9% | $83,848+64.3% | $135,375+1.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 0.00% | 1287.37%-1287.4pp | 850.88%-850.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $19,131 | $4,222+353.2% | $3,631+426.9% | $4,779+300.3% |
| Participant deferral / active EE | $12,808 | $4,682+173.6% | $4,082+213.8% | $5,609+128.4% |
| Admin fee / account holder | $155 | $6,674-97.7% | $5,478-97.2% | $10,827-98.6% |