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 | $158,180 | $157,256+0.6% | $141,162+12.1% | $152,861+3.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 536.01% | 64.32%+471.7pp | 71.39%+464.6pp | 345.32%+190.7pp |
| Employer contribution / active EE | $18,500 | $5,261+251.7% | $4,735+290.7% | $4,762+288.5% |
| Participant deferral / active EE | $17,000 | $7,109+139.1% | $6,709+153.4% | $5,850+190.6% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |