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 7-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 | $100,932 | $211,958-52.4% | $169,463-40.4% | $135,375-25.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 17.02% | 3.26%+13.8pp | 1.83%+15.2pp | 519.73%-502.7pp |
| Employer contribution / active EE | $16,262 | $5,120+217.6% | $4,159+291.0% | $4,779+240.3% |
| Participant deferral / active EE | $14,972 | $6,075+146.5% | $5,277+183.7% | $5,609+166.9% |
| Admin fee / account holder | $27 | $11,471-99.8% | $9,109-99.7% | $10,827-99.8% |