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 8-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 | $43,140 | $165,335-73.9% | $149,696-71.2% | $158,922-72.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.78% | 348.15%-326.4pp | 276.60%-254.8pp | 302.83%-281.0pp |
| Employer contribution / active EE | $4,635 | $5,103-9.2% | $4,644-0.2% | $4,761-2.7% |
| Participant deferral / active EE | $10,090 | $7,181+40.5% | $6,842+47.5% | $5,982+68.7% |
| Admin fee / account holder | $9 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |