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 8-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 | $99,943 | $162,781-38.6% | $133,956-25.4% | $158,922-37.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.06% | 41.94%-26.9pp | 45.09%-30.0pp | 302.83%-287.8pp |
| Employer contribution / active EE | $10,064 | $4,975+102.3% | $3,919+156.8% | $4,761+111.4% |
| Participant deferral / active EE | $16,940 | $5,911+186.6% | $5,048+235.6% | $5,982+183.2% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |