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 | $0 | $148,534-100.0% | $135,903-100.0% | $139,434-100.0% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 23.14% | 79.19%-56.1pp | 68.23%-45.1pp | 372.94%-349.8pp |
| Employer contribution / active EE | $16,750 | $5,243+219.5% | $4,856+244.9% | $4,751+252.6% |
| Participant deferral / active EE | $4,618 | $8,100-43.0% | $7,758-40.5% | $6,710-31.2% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |