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 7-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 | $113,350 | $138,044-17.9% | $125,339-9.6% | $134,475-15.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -4.50% | 750.33%-754.8pp | 572.05%-576.6pp | 417.96%-422.5pp |
| Employer contribution / active EE | $7,531 | $5,243+43.6% | $4,814+56.5% | $4,740+58.9% |
| Participant deferral / active EE | $8,498 | $7,799+9.0% | $7,446+14.1% | $6,400+32.8% |
| Admin fee / account holder | $10 | $11,571-99.9% | $10,010-99.9% | $11,426-99.9% |