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 | $30,895 | $162,781-81.0% | $133,956-76.9% | $158,922-80.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.16% | 41.94%-24.8pp | 45.09%-27.9pp | 302.83%-285.7pp |
| Employer contribution / active EE | $23,222 | $4,975+366.7% | $3,919+492.6% | $4,761+387.7% |
| Participant deferral / active EE | $24,024 | $5,911+306.4% | $5,048+375.9% | $5,982+301.6% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |