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 3-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 | $75,037 | $133,958-44.0% | $112,228-33.1% | $134,475-44.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 0.83% | 47.11%-46.3pp | 27.45%-26.6pp | 417.96%-417.1pp |
| Employer contribution / active EE | $23,373 | $4,038+478.8% | $3,635+543.1% | $4,740+393.1% |
| Participant deferral / active EE | $13,500 | $5,291+155.2% | $4,728+185.5% | $6,400+110.9% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |