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 | $45,054 | $183,963-75.5% | $162,163-72.2% | $152,861-70.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 30.99% | 150.76%-119.8pp | 115.59%-84.6pp | 345.32%-314.3pp |
| Employer contribution / active EE | $2,884 | $6,371-54.7% | $5,614-48.6% | $4,762-39.5% |
| Participant deferral / active EE | $13,030 | $8,034+62.2% | $7,298+78.5% | $5,850+122.7% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |