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 | $65,908 | $117,983-44.1% | $101,794-35.3% | $142,382-53.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 20.52% | 36.92%-16.4pp | 30.53%-10.0pp | 217.08%-196.6pp |
| Employer contribution / active EE | $1,299 | $2,773-53.2% | $2,289-43.3% | $4,299-69.8% |
| Participant deferral / active EE | $6,128 | $4,714+30.0% | $4,084+50.1% | $6,507-5.8% |
| Admin fee / account holder | $113 | $10,433-98.9% | $8,777-98.7% | $12,624-99.1% |