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 7-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 | $87,779 | $209,832-58.2% | $189,513-53.7% | $167,490-47.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.18% | 748.27%-732.1pp | 555.15%-539.0pp | 478.56%-462.4pp |
| Employer contribution / active EE | $8,878 | $6,914+28.4% | $6,162+44.1% | $4,837+83.5% |
| Participant deferral / active EE | $11,647 | $8,935+30.4% | $8,221+41.7% | $6,341+83.7% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |