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 | $94,919 | $157,256-39.6% | $141,162-32.8% | $152,861-37.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.74% | 64.32%-43.6pp | 71.39%-50.7pp | 345.32%-324.6pp |
| Employer contribution / active EE | $3,395 | $5,261-35.5% | $4,735-28.3% | $4,762-28.7% |
| Participant deferral / active EE | $10,258 | $7,109+44.3% | $6,709+52.9% | $5,850+75.4% |
| Admin fee / account holder | $28 | $12,120-99.8% | $10,261-99.7% | $11,596-99.8% |