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 | $58,069 | $140,940-58.8% | $112,229-48.3% | $139,434-58.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.08% | 32.71%-12.6pp | 30.20%-10.1pp | 372.94%-352.9pp |
| Employer contribution / active EE | $4,115 | $4,283-3.9% | $3,430+19.9% | $4,751-13.4% |
| Participant deferral / active EE | $11,250 | $5,874+91.5% | $4,798+134.5% | $6,710+67.7% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,748-100.0% | $11,403-100.0% |