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 | $118,023 | $99,020+19.2% | $86,590+36.3% | $147,584-20.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.37% | 1312.34%-1294.0pp | 964.84%-946.5pp | 578.55%-560.2pp |
| Employer contribution / active EE | $5,151 | $3,132+64.5% | $2,839+81.4% | $4,876+5.6% |
| Participant deferral / active EE | $7,331 | $3,972+84.6% | $3,609+103.2% | $5,439+34.8% |
| Admin fee / account holder | $221 | $5,710-96.1% | $4,906-95.5% | $10,885-98.0% |