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 7-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 | $83,914 | $158,398-47.0% | $126,539-33.7% | $142,382-41.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 26.16% | 593.76%-567.6pp | 425.95%-399.8pp | 217.08%-190.9pp |
| Employer contribution / active EE | $267 | $4,650-94.3% | $3,674-92.7% | $4,299-93.8% |
| Participant deferral / active EE | $5,067 | $4,767+6.3% | $4,083+24.1% | $6,507-22.1% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |