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 4-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 | $121,680 | $201,272-39.5% | $184,203-33.9% | $145,922-16.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.97% | 29.00%-11.0pp | 28.81%-10.8pp | 561.29%-543.3pp |
| Employer contribution / active EE | $2,591 | $7,022-63.1% | $6,427-59.7% | $4,660-44.4% |
| Participant deferral / active EE | $13,195 | $9,806+34.6% | $9,131+44.5% | $6,688+97.3% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |