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 | $32,532 | $209,411-84.5% | $178,490-81.8% | $158,922-79.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.76% | 188.75%-167.0pp | 151.07%-129.3pp | 302.83%-281.1pp |
| Employer contribution / active EE | $6,505 | $5,706+14.0% | $5,011+29.8% | $4,761+36.6% |
| Participant deferral / active EE | $17,875 | $5,954+200.2% | $5,202+243.6% | $5,982+198.8% |
| Admin fee / account holder | $161 | $17,074-99.1% | $13,984-98.8% | $11,246-98.6% |