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 | $72,869 | $183,519-60.3% | $155,509-53.1% | $145,922-50.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 37.38% | 61.17%-23.8pp | 64.67%-27.3pp | 561.29%-523.9pp |
| Employer contribution / active EE | $2,997 | $5,313-43.6% | $4,672-35.9% | $4,660-35.7% |
| Participant deferral / active EE | $6,758 | $6,462+4.6% | $5,626+20.1% | $6,688+1.1% |
| Admin fee / account holder | $19 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |