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 | $135,740 | $217,402-37.6% | $185,823-27.0% | $167,490-19.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.51% | 148.36%-137.9pp | 122.05%-111.5pp | 478.56%-468.1pp |
| Employer contribution / active EE | $6,016 | $5,873+2.4% | $5,167+16.4% | $4,837+24.4% |
| Participant deferral / active EE | $4,589 | $6,356-27.8% | $5,568-17.6% | $6,341-27.6% |
| Admin fee / account holder | $34 | $19,811-99.8% | $16,237-99.8% | $12,309-99.7% |