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 | $63,960 | $177,572-64.0% | $154,803-58.7% | $142,382-55.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.53% | 65.07%-49.5pp | 58.88%-43.4pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,066 | $4,810-57.1% | $4,305-52.0% | $4,299-52.0% |
| Participant deferral / active EE | $8,688 | $6,272+38.5% | $5,540+56.8% | $6,507+33.5% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |