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 9-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 | $101,683 | $109,327-7.0% | $89,391+13.8% | $158,922-36.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 16.65% | 345.68%-329.0pp | 245.62%-229.0pp | 302.83%-286.2pp |
| Employer contribution / active EE | $5,926 | $3,170+87.0% | $2,586+129.2% | $4,761+24.5% |
| Participant deferral / active EE | $14,754 | $4,598+220.9% | $3,890+279.3% | $5,982+146.6% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |