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 | $59,880 | $227,553-73.7% | $189,557-68.4% | $167,490-64.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 11.89% | 78.40%-66.5pp | 64.17%-52.3pp | 478.56%-466.7pp |
| Employer contribution / active EE | $13,955 | $5,316+162.5% | $4,412+216.3% | $4,837+188.5% |
| Participant deferral / active EE | $6,200 | $7,002-11.5% | $6,174+0.4% | $6,341-2.2% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |