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 9-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 | $85,150 | $183,963-53.7% | $162,163-47.5% | $152,861-44.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 29.11% | 150.76%-121.7pp | 115.59%-86.5pp | 345.32%-316.2pp |
| Employer contribution / active EE | $3,235 | $6,371-49.2% | $5,614-42.4% | $4,762-32.1% |
| Participant deferral / active EE | $15,647 | $8,034+94.8% | $7,298+114.4% | $5,850+167.5% |
| Admin fee / account holder | $20 | $13,121-99.8% | $10,843-99.8% | $11,596-99.8% |