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 | $83,716 | $148,534-43.6% | $135,903-38.4% | $139,434-40.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.07% | 79.19%-64.1pp | 68.23%-53.2pp | 372.94%-357.9pp |
| Employer contribution / active EE | $7,427 | $5,243+41.7% | $4,856+52.9% | $4,751+56.3% |
| Participant deferral / active EE | $10,000 | $8,100+23.5% | $7,758+28.9% | $6,710+49.0% |
| Admin fee / account holder | $19 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |