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 6-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 | $104,923 | $148,534-29.4% | $135,903-22.8% | $139,434-24.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.20% | 79.19%-66.0pp | 68.23%-55.0pp | 372.94%-359.7pp |
| Employer contribution / active EE | $4,078 | $5,243-22.2% | $4,856-16.0% | $4,751-14.2% |
| Participant deferral / active EE | $16,888 | $8,100+108.5% | $7,758+117.7% | $6,710+151.7% |
| Admin fee / account holder | $274 | $12,400-97.8% | $10,762-97.5% | $11,403-97.6% |