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 | $84,612 | $228,332-62.9% | $185,823-54.5% | $158,922-46.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 22.28% | 40.80%-18.5pp | 35.95%-13.7pp | 302.83%-280.5pp |
| Employer contribution / active EE | $2,751 | $4,967-44.6% | $4,087-32.7% | $4,761-42.2% |
| Participant deferral / active EE | $11,332 | $6,415+76.7% | $5,632+101.2% | $5,982+89.4% |
| Admin fee / account holder | $205 | $11,864-98.3% | $9,500-97.8% | $11,246-98.2% |