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 | $82,927 | $183,963-54.9% | $162,163-48.9% | $152,861-45.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 30.85% | 150.76%-119.9pp | 115.59%-84.7pp | 345.32%-314.5pp |
| Employer contribution / active EE | $2,995 | $6,371-53.0% | $5,614-46.6% | $4,762-37.1% |
| Participant deferral / active EE | $9,937 | $8,034+23.7% | $7,298+36.2% | $5,850+69.9% |
| Admin fee / account holder | $33 | $13,121-99.7% | $10,843-99.7% | $11,596-99.7% |