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 | $63,572 | $109,982-42.2% | $97,226-34.6% | $145,922-56.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.20% | 242.90%-229.7pp | 75.13%-61.9pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,955 | $3,084-36.6% | $2,729-28.4% | $4,660-58.0% |
| Participant deferral / active EE | $2,444 | $4,676-47.7% | $4,264-42.7% | $6,688-63.5% |
| Admin fee / account holder | $60 | $6,221-99.0% | $5,654-98.9% | $13,397-99.6% |