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 | $87,301 | $159,901-45.4% | $146,958-40.6% | $145,922-40.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.33% | 98.13%-76.8pp | 418.34%-397.0pp | 561.29%-540.0pp |
| Employer contribution / active EE | $12,581 | $5,286+138.0% | $4,933+155.0% | $4,660+170.0% |
| Participant deferral / active EE | $6,367 | $8,428-24.5% | $8,070-21.1% | $6,688-4.8% |
| Admin fee / account holder | $51 | $15,044-99.7% | $12,998-99.6% | $13,397-99.6% |