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 4-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 | $91,012 | $214,378-57.5% | $200,582-54.6% | $142,382-36.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.22% | 46.41%-25.2pp | 42.33%-21.1pp | 217.08%-195.9pp |
| Employer contribution / active EE | $13,500 | $6,841+97.3% | $6,419+110.3% | $4,299+214.0% |
| Participant deferral / active EE | $27,250 | $9,865+176.2% | $9,331+192.0% | $6,507+318.8% |
| Admin fee / account holder | $154 | $17,692-99.1% | $16,305-99.1% | $12,624-98.8% |