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 | $32,955 | $201,272-83.6% | $184,203-82.1% | $145,922-77.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 46.81% | 29.00%+17.8pp | 28.81%+18.0pp | 561.29%-514.5pp |
| Employer contribution / active EE | $5,791 | $7,022-17.5% | $6,427-9.9% | $4,660+24.3% |
| Participant deferral / active EE | $5,002 | $9,806-49.0% | $9,131-45.2% | $6,688-25.2% |
| Admin fee / account holder | $185 | $16,364-98.9% | $13,901-98.7% | $13,397-98.6% |