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 | $81,860 | $185,822-55.9% | $169,993-51.8% | $139,434-41.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.06% | 60.50%-41.4pp | 53.37%-34.3pp | 372.94%-353.9pp |
| Employer contribution / active EE | $1,803 | $7,590-76.2% | $6,785-73.4% | $4,751-62.0% |
| Participant deferral / active EE | $3,202 | $11,622-72.5% | $10,408-69.2% | $6,710-52.3% |
| Admin fee / account holder | $20 | $15,381-99.9% | $12,815-99.8% | $11,403-99.8% |