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 | $129,741 | $110,261+17.7% | $95,745+35.5% | $139,434-7.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.45% | 27.11%-12.7pp | 28.35%-13.9pp | 372.94%-358.5pp |
| Employer contribution / active EE | $442 | $3,257-86.4% | $2,835-84.4% | $4,751-90.7% |
| Participant deferral / active EE | $1,890 | $4,676-59.6% | $4,245-55.5% | $6,710-71.8% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |