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 6-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 | $231,110 | $124,185+86.1% | $108,410+113.2% | $167,490+38.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.95% | 1379.64%-1366.7pp | 905.27%-892.3pp | 478.56%-465.6pp |
| Employer contribution / active EE | $17,053 | $4,187+307.3% | $3,558+379.2% | $4,837+252.5% |
| Participant deferral / active EE | $12,176 | $6,908+76.3% | $6,563+85.5% | $6,341+92.0% |
| Admin fee / account holder | $0 | $9,455-100.0% | $7,295-100.0% | $12,309-100.0% |