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 | $72,474 | $165,335-56.2% | $149,696-51.6% | $158,922-54.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.96% | 348.15%-329.2pp | 276.60%-257.6pp | 302.83%-283.9pp |
| Employer contribution / active EE | $1,801 | $5,103-64.7% | $4,644-61.2% | $4,761-62.2% |
| Participant deferral / active EE | $9,003 | $7,181+25.4% | $6,842+31.6% | $5,982+50.5% |
| Admin fee / account holder | $60 | $10,807-99.4% | $9,309-99.4% | $11,246-99.5% |