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 | $58,188 | $106,890-45.6% | $84,015-30.7% | $152,861-61.9% |
| Participation rate | 83.3% | 75.2%+8.1pp | 69.0%+14.3pp | 82.4%+0.9pp |
| Annual return | 22.81% | 104.99%-82.2pp | 71.31%-48.5pp | 345.32%-322.5pp |
| Employer contribution / active EE | $1,273 | $2,734-53.4% | $1,983-35.8% | $4,762-73.3% |
| Participant deferral / active EE | $2,067 | $4,011-48.5% | $3,239-36.2% | $5,850-64.7% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |