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 9-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 | $82,774 | $113,339-27.0% | $94,993-12.9% | $147,584-43.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 21.69% | 20.77%+0.9pp | 27.12%-5.4pp | 578.55%-556.9pp |
| Employer contribution / active EE | $2,894 | $3,160-8.4% | $2,603+11.2% | $4,876-40.7% |
| Participant deferral / active EE | $6,123 | $3,777+62.1% | $3,317+84.6% | $5,439+12.6% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |