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 | $0 | $209,411-100.0% | $178,490-100.0% | $158,922-100.0% |
| Participation rate | 0.0% | 86.3%-86.3pp | 81.9%-81.9pp | 82.0%-82.0pp |
| Annual return | 19.48% | 188.75%-169.3pp | 151.07%-131.6pp | 302.83%-283.3pp |
| Employer contribution / active EE | $1,516 | $5,706-73.4% | $5,011-69.7% | $4,761-68.2% |
| Participant deferral / active EE | $3,846 | $5,954-35.4% | $5,202-26.1% | $5,982-35.7% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |