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 | $75,632 | $159,602-52.6% | $150,045-49.6% | $142,382-46.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.34% | 70.24%-54.9pp | 62.55%-47.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $3,034 | $4,961-38.8% | $4,693-35.3% | $4,299-29.4% |
| Participant deferral / active EE | $4,288 | $8,310-48.4% | $7,997-46.4% | $6,507-34.1% |
| Admin fee / account holder | $34 | $14,846-99.8% | $13,435-99.7% | $12,624-99.7% |