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 4-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 | $121,506 | $150,187-19.1% | $120,354+1.0% | $145,922-16.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 21.24% | 154.07%-132.8pp | 107.15%-85.9pp | 561.29%-540.0pp |
| Employer contribution / active EE | $11,383 | $4,348+161.8% | $3,463+228.7% | $4,660+144.3% |
| Participant deferral / active EE | $16,870 | $6,173+173.3% | $4,991+238.0% | $6,688+152.3% |
| Admin fee / account holder | $124 | $12,207-99.0% | $9,423-98.7% | $13,397-99.1% |