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 | $68,244 | $228,332-70.1% | $185,823-63.3% | $158,922-57.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 6.06% | 40.80%-34.7pp | 35.95%-29.9pp | 302.83%-296.8pp |
| Employer contribution / active EE | $2,365 | $4,967-52.4% | $4,087-42.1% | $4,761-50.3% |
| Participant deferral / active EE | $10,358 | $6,415+61.5% | $5,632+83.9% | $5,982+73.2% |
| Admin fee / account holder | $8 | $11,864-99.9% | $9,500-99.9% | $11,246-99.9% |