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 | $60,989 | $81,208-24.9% | $98,907-38.3% | $79,858-23.6% |
| Participation rate | 92.3% | 72.5%+19.8pp | 76.0%+16.3pp | 69.6%+22.7pp |
| Annual return | 65.27% | 60.99%+4.3pp | 196.43%-131.2pp | 31.71%+33.6pp |
| Employer contribution / active EE | $7,476 | $1,960+281.5% | $2,689+178.0% | $2,471+202.6% |
| Participant deferral / active EE | $16,711 | $3,265+411.8% | $4,244+293.7% | $3,740+346.8% |
| Admin fee / account holder | $0 | $6,013-100.0% | $6,642-100.0% | $5,306-100.0% |