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 3-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 | $70,992 | $114,381-37.9% | $107,525-34.0% | $142,382-50.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 23.68% | 242.71%-219.0pp | 181.32%-157.6pp | 217.08%-193.4pp |
| Employer contribution / active EE | $8,826 | $4,015+119.8% | $3,754+135.1% | $4,299+105.3% |
| Participant deferral / active EE | $11,875 | $5,564+113.4% | $5,116+132.1% | $6,507+82.5% |
| Admin fee / account holder | $10 | $9,860-99.9% | $8,919-99.9% | $12,624-99.9% |