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 | $98,718 | $197,591-50.0% | $177,821-44.5% | $158,922-37.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 400.27% | 58.76%+341.5pp | 48.32%+351.9pp | 302.83%+97.4pp |
| Employer contribution / active EE | $3,395 | $6,697-49.3% | $5,918-42.6% | $4,761-28.7% |
| Participant deferral / active EE | $9,646 | $8,405+14.8% | $7,714+25.0% | $5,982+61.2% |
| Admin fee / account holder | $4 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |