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 6-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 | $0 | $201,159-100.0% | $181,048-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 36.5%-36.5pp | 22.4%-22.4pp | 39.2%-39.2pp |
| Annual return | 16.77% | 9.29%+7.5pp | 9.65%+7.1pp | 13.91%+2.9pp |
| Employer contribution / active EE | $0 | $32,463-100.0% | $26,259-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $162-100.0% | $145-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $856-100.0% | $749-100.0% | $41,846-100.0% |