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 9-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 | $71,240 | $226,064-68.5% | $182,532-61.0% | $152,861-53.4% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.4%-7.4pp |
| Annual return | 16.13% | 192.51%-176.4pp | 148.54%-132.4pp | 345.32%-329.2pp |
| Employer contribution / active EE | $11,185 | $4,978+124.7% | $4,076+174.4% | $4,762+134.9% |
| Participant deferral / active EE | $7,497 | $6,368+17.7% | $5,524+35.7% | $5,850+28.1% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |