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 3-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 | $132,052 | $159,602-17.3% | $150,045-12.0% | $142,382-7.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 254.91% | 70.24%+184.7pp | 62.55%+192.4pp | 217.08%+37.8pp |
| Employer contribution / active EE | $14,630 | $4,961+194.9% | $4,693+211.7% | $4,299+240.3% |
| Participant deferral / active EE | $9,939 | $8,310+19.6% | $7,997+24.3% | $6,507+52.7% |
| Admin fee / account holder | $76 | $14,846-99.5% | $13,435-99.4% | $12,624-99.4% |