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 | $110,864 | $201,272-44.9% | $184,203-39.8% | $145,922-24.0% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 49.82% | 29.00%+20.8pp | 28.81%+21.0pp | 561.29%-511.5pp |
| Employer contribution / active EE | $1,951 | $7,022-72.2% | $6,427-69.6% | $4,660-58.1% |
| Participant deferral / active EE | $8,996 | $9,806-8.3% | $9,131-1.5% | $6,688+34.5% |
| Admin fee / account holder | $96 | $16,364-99.4% | $13,901-99.3% | $13,397-99.3% |