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 7-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 | $77,315 | $202,432-61.8% | $169,368-54.4% | $139,434-44.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 24.47% | 531.74%-507.3pp | 405.60%-381.1pp | 372.94%-348.5pp |
| Employer contribution / active EE | $6,820 | $4,692+45.3% | $4,013+70.0% | $4,751+43.5% |
| Participant deferral / active EE | $18,298 | $6,938+163.7% | $6,221+194.1% | $6,710+172.7% |
| Admin fee / account holder | $278 | $10,708-97.4% | $9,003-96.9% | $11,403-97.6% |