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 | $227,813 | $133,922+70.1% | $116,228+96.0% | $142,382+60.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 83.77% | 147.76%-64.0pp | 90.06%-6.3pp | 217.08%-133.3pp |
| Employer contribution / active EE | $8,494 | $3,446+146.5% | $2,994+183.7% | $4,299+97.6% |
| Participant deferral / active EE | $19,733 | $5,672+247.9% | $4,953+298.4% | $6,507+203.2% |
| Admin fee / account holder | $223 | $14,945-98.5% | $11,989-98.1% | $12,624-98.2% |