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 | $166,426 | $232,540-28.4% | $185,117-10.1% | $147,584+12.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 13.54% | 43.03%-29.5pp | 40.50%-27.0pp | 578.55%-565.0pp |
| Employer contribution / active EE | $10,013 | $5,195+92.7% | $4,182+139.5% | $4,876+105.3% |
| Participant deferral / active EE | $6,853 | $5,834+17.5% | $5,045+35.8% | $5,439+26.0% |
| Admin fee / account holder | $261 | $10,275-97.5% | $8,159-96.8% | $10,885-97.6% |