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 | $80,856 | $109,327-26.0% | $89,391-9.5% | $158,922-49.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 20.33% | 345.68%-325.3pp | 245.62%-225.3pp | 302.83%-282.5pp |
| Employer contribution / active EE | $3,998 | $3,170+26.1% | $2,586+54.6% | $4,761-16.0% |
| Participant deferral / active EE | $5,401 | $4,598+17.5% | $3,890+38.9% | $5,982-9.7% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |