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 | $50,254 | $165,912-69.7% | $122,332-58.9% | $147,584-65.9% |
| Participation rate | 85.7% | 79.6%+6.1pp | 71.6%+14.1pp | 82.8%+2.9pp |
| Annual return | 23.00% | 34.55%-11.5pp | 30.27%-7.3pp | 578.55%-555.5pp |
| Employer contribution / active EE | $5,929 | $5,754+3.0% | $4,050+46.4% | $4,876+21.6% |
| Participant deferral / active EE | $2,994 | $4,005-25.3% | $3,287-8.9% | $5,439-45.0% |
| Admin fee / account holder | $265 | $7,424-96.4% | $5,478-95.2% | $10,885-97.6% |