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 | $65,477 | $107,334-39.0% | $92,893-29.5% | $152,861-57.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 63.02% | 145.58%-82.6pp | 109.41%-46.4pp | 345.32%-282.3pp |
| Employer contribution / active EE | $5,429 | $4,221+28.6% | $3,653+48.6% | $4,762+14.0% |
| Participant deferral / active EE | $15,192 | $4,845+213.6% | $4,236+258.6% | $5,850+159.7% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |