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 8-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 | $63,079 | $113,935-44.6% | $94,224-33.1% | $125,391-49.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 2.09% | 5.29%-3.2pp | 10.68%-8.6pp | 282.22%-280.1pp |
| Employer contribution / active EE | $13,950 | $4,727+195.1% | $3,587+288.9% | $4,866+186.7% |
| Participant deferral / active EE | $10,143 | $5,179+95.9% | $4,320+134.8% | $5,352+89.5% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |