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 | $80,114 | $175,202-54.3% | $149,673-46.5% | $139,434-42.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 30.83% | 166.71%-135.9pp | 134.42%-103.6pp | 372.94%-342.1pp |
| Employer contribution / active EE | $18,250 | $5,474+233.4% | $4,818+278.8% | $4,751+284.2% |
| Participant deferral / active EE | $12,470 | $6,519+91.3% | $5,680+119.5% | $6,710+85.8% |
| Admin fee / account holder | $187 | $16,150-98.8% | $13,210-98.6% | $11,403-98.4% |