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 | $97,984 | $104,251-6.0% | $91,001+7.7% | $147,584-33.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 19.15% | 27.06%-7.9pp | 4.60%+14.5pp | 578.55%-559.4pp |
| Employer contribution / active EE | $14,749 | $3,116+373.4% | $2,456+500.6% | $4,876+202.5% |
| Participant deferral / active EE | $9,192 | $4,195+119.1% | $3,547+159.1% | $5,439+69.0% |
| Admin fee / account holder | $227 | $8,948-97.5% | $5,417-95.8% | $10,885-97.9% |