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 | $109,120 | $197,591-44.8% | $177,821-38.6% | $158,922-31.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 0.00% | 58.76%-58.8pp | 48.32%-48.3pp | 302.83%-302.8pp |
| Employer contribution / active EE | $3,395 | $6,697-49.3% | $5,918-42.6% | $4,761-28.7% |
| Participant deferral / active EE | $11,000 | $8,405+30.9% | $7,714+42.6% | $5,982+83.9% |
| Admin fee / account holder | $172 | $15,399-98.9% | $12,427-98.6% | $11,246-98.5% |