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 9-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 | $76,301 | $183,963-58.5% | $162,163-52.9% | $152,861-50.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.30% | 150.76%-127.5pp | 115.59%-92.3pp | 345.32%-322.0pp |
| Employer contribution / active EE | $2,799 | $6,371-56.1% | $5,614-50.1% | $4,762-41.2% |
| Participant deferral / active EE | $11,899 | $8,034+48.1% | $7,298+63.0% | $5,850+103.4% |
| Admin fee / account holder | $174 | $13,121-98.7% | $10,843-98.4% | $11,596-98.5% |