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 | $63,985 | $159,901-60.0% | $146,958-56.5% | $145,922-56.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.14% | 98.13%-82.0pp | 418.34%-402.2pp | 561.29%-545.1pp |
| Employer contribution / active EE | $7,968 | $5,286+50.7% | $4,933+61.5% | $4,660+71.0% |
| Participant deferral / active EE | $14,168 | $8,428+68.1% | $8,070+75.6% | $6,688+111.9% |
| Admin fee / account holder | $78 | $15,044-99.5% | $12,998-99.4% | $13,397-99.4% |