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 | $148,509 | $157,256-5.6% | $141,162+5.2% | $152,861-2.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.93% | 64.32%-38.4pp | 71.39%-45.5pp | 345.32%-319.4pp |
| Employer contribution / active EE | $19,561 | $5,261+271.8% | $4,735+313.1% | $4,762+310.8% |
| Participant deferral / active EE | $15,132 | $7,109+112.8% | $6,709+125.5% | $5,850+158.7% |
| Admin fee / account holder | $215 | $12,120-98.2% | $10,261-97.9% | $11,596-98.1% |