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 | $84,693 | $197,591-57.1% | $177,821-52.4% | $158,922-46.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 11.90% | 58.76%-46.9pp | 48.32%-36.4pp | 302.83%-290.9pp |
| Employer contribution / active EE | $2,059 | $6,697-69.3% | $5,918-65.2% | $4,761-56.8% |
| Participant deferral / active EE | $5,313 | $8,405-36.8% | $7,714-31.1% | $5,982-11.2% |
| Admin fee / account holder | $44 | $15,399-99.7% | $12,427-99.6% | $11,246-99.6% |