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 5-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 | $94,259 | $72,400+30.2% | $67,502+39.6% | $145,922-35.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.33% | 7182.46%-7170.1pp | 3512.12%-3499.8pp | 561.29%-549.0pp |
| Employer contribution / active EE | $7,742 | $3,069+152.2% | $2,731+183.5% | $4,660+66.1% |
| Participant deferral / active EE | $20,348 | $4,783+325.4% | $4,000+408.7% | $6,688+204.3% |
| Admin fee / account holder | $122 | $5,539-97.8% | $3,998-97.0% | $13,397-99.1% |