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 | $133,907 | $69,518+92.6% | $59,878+123.6% | $135,375-1.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 7.95% | 7.94%0pp | 3.46%+4.5pp | 519.73%-511.8pp |
| Employer contribution / active EE | $15,087 | $3,235+366.4% | $2,722+454.3% | $4,779+215.7% |
| Participant deferral / active EE | $21,792 | $4,206+418.1% | $3,402+540.6% | $5,609+288.5% |
| Admin fee / account holder | $68 | $5,734-98.8% | $3,590-98.1% | $10,827-99.4% |