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 | $126,514 | $99,652+27.0% | $78,778+60.6% | $147,584-14.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 12.07% | 47.28%-35.2pp | 35.62%-23.5pp | 578.55%-566.5pp |
| Employer contribution / active EE | $6,634 | $2,796+137.3% | $1,986+234.1% | $4,876+36.1% |
| Participant deferral / active EE | $10,813 | $3,664+195.1% | $2,958+265.5% | $5,439+98.8% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |