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 6-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 | $75,920 | $214,378-64.6% | $200,582-62.2% | $142,382-46.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.38% | 46.41%-28.0pp | 42.33%-24.0pp | 217.08%-198.7pp |
| Employer contribution / active EE | $10,683 | $6,841+56.1% | $6,419+66.4% | $4,299+148.5% |
| Participant deferral / active EE | $13,436 | $9,865+36.2% | $9,331+44.0% | $6,507+106.5% |
| Admin fee / account holder | $165 | $17,692-99.1% | $16,305-99.0% | $12,624-98.7% |