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 7-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 | $69,499 | $127,065-45.3% | $113,168-38.6% | $142,382-51.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 15.60% | 24.03%-8.4pp | 24.27%-8.7pp | 217.08%-201.5pp |
| Employer contribution / active EE | $8,175 | $3,442+137.5% | $2,975+174.8% | $4,299+90.1% |
| Participant deferral / active EE | $8,074 | $5,716+41.2% | $5,107+58.1% | $6,507+24.1% |
| Admin fee / account holder | -$350 | $15,736-102.2% | $12,068-102.9% | $12,624-102.8% |