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 10-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 | $117,770 | $105,998+11.1% | $92,233+27.7% | $147,584-20.2% |
| Participation rate | 92.9% | 80.4%+12.4pp | 76.5%+16.4pp | 82.8%+10.0pp |
| Annual return | 24.05% | 50.05%-26.0pp | 176.28%-152.2pp | 578.55%-554.5pp |
| Employer contribution / active EE | $7,932 | $4,333+83.1% | $3,679+115.6% | $4,876+62.7% |
| Participant deferral / active EE | $3,532 | $4,478-21.1% | $3,897-9.4% | $5,439-35.1% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |