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 | $81,705 | $176,056-53.6% | $159,436-48.8% | $167,490-51.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.34% | 331.75%-321.4pp | 263.57%-253.2pp | 478.56%-468.2pp |
| Employer contribution / active EE | $13,002 | $5,297+145.5% | $4,829+169.2% | $4,837+168.8% |
| Participant deferral / active EE | $7,896 | $7,750+1.9% | $7,352+7.4% | $6,341+24.5% |
| Admin fee / account holder | $137 | $12,554-98.9% | $10,799-98.7% | $12,309-98.9% |