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 5-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 | $81,336 | $126,574-35.7% | $106,213-23.4% | $145,922-44.3% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 13.29% | 224.79%-211.5pp | 116.14%-102.8pp | 561.29%-548.0pp |
| Employer contribution / active EE | $8,591 | $3,730+130.3% | $3,171+170.9% | $4,660+84.4% |
| Participant deferral / active EE | $13,220 | $5,724+131.0% | $5,016+163.6% | $6,688+97.7% |
| Admin fee / account holder | $124 | $17,304-99.3% | $11,033-98.9% | $13,397-99.1% |