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 | $111,354 | $197,591-43.6% | $177,821-37.4% | $158,922-29.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 26.71% | 58.76%-32.1pp | 48.32%-21.6pp | 302.83%-276.1pp |
| Employer contribution / active EE | $11,236 | $6,697+67.8% | $5,918+89.9% | $4,761+136.0% |
| Participant deferral / active EE | $10,486 | $8,405+24.8% | $7,714+35.9% | $5,982+75.3% |
| Admin fee / account holder | -$9 | $15,399-100.1% | $12,427-100.1% | $11,246-100.1% |