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 10-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 | $0 | $183,519-100.0% | $155,509-100.0% | $145,922-100.0% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 9.92% | 61.17%-51.2pp | 64.67%-54.7pp | 561.29%-551.4pp |
| Employer contribution / active EE | $27,361 | $5,313+415.0% | $4,672+485.6% | $4,660+487.2% |
| Participant deferral / active EE | $22,873 | $6,462+253.9% | $5,626+306.5% | $6,688+242.0% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |