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 | $64,162 | $105,859-39.4% | $90,160-28.8% | $147,584-56.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 10.14% | 37.63%-27.5pp | 34.88%-24.7pp | 578.55%-568.4pp |
| Employer contribution / active EE | $4,687 | $4,126+13.6% | $3,318+41.3% | $4,876-3.9% |
| Participant deferral / active EE | $4,433 | $5,733-22.7% | $5,288-16.2% | $5,439-18.5% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |