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 | $40,522 | $181,894-77.7% | $156,549-74.1% | $273,961-85.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 129.08% | 30.74%+98.3pp | 32.23%+96.9pp | 41.45%+87.6pp |
| Employer contribution / active EE | $14,777 | $6,248+136.5% | $5,501+168.6% | $4,869+203.5% |
| Participant deferral / active EE | $12,000 | $5,550+116.2% | $4,871+146.4% | $5,287+127.0% |
| Admin fee / account holder | $241 | $15,559-98.4% | $13,027-98.1% | $10,132-97.6% |