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 | $88,886 | $228,332-61.1% | $185,823-52.2% | $158,922-44.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 16.63% | 40.80%-24.2pp | 35.95%-19.3pp | 302.83%-286.2pp |
| Employer contribution / active EE | $7,846 | $4,967+58.0% | $4,087+92.0% | $4,761+64.8% |
| Participant deferral / active EE | $7,957 | $6,415+24.1% | $5,632+41.3% | $5,982+33.0% |
| Admin fee / account holder | $257 | $11,864-97.8% | $9,500-97.3% | $11,246-97.7% |