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 7-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 | $72,691 | $201,272-63.9% | $184,203-60.5% | $145,922-50.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 22.35% | 29.00%-6.7pp | 28.81%-6.5pp | 561.29%-538.9pp |
| Employer contribution / active EE | $2,318 | $7,022-67.0% | $6,427-63.9% | $4,660-50.2% |
| Participant deferral / active EE | $12,922 | $9,806+31.8% | $9,131+41.5% | $6,688+93.2% |
| Admin fee / account holder | $29 | $16,364-99.8% | $13,901-99.8% | $13,397-99.8% |