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 10-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 | $89,756 | $175,202-48.8% | $149,673-40.0% | $139,434-35.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 64.75% | 166.71%-102.0pp | 134.42%-69.7pp | 372.94%-308.2pp |
| Employer contribution / active EE | $7,128 | $5,474+30.2% | $4,818+48.0% | $4,751+50.0% |
| Participant deferral / active EE | $3,806 | $6,519-41.6% | $5,680-33.0% | $6,710-43.3% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |