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 | $98,776 | $201,272-50.9% | $184,203-46.4% | $145,922-32.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.62% | 29.00%-13.4pp | 28.81%-13.2pp | 561.29%-545.7pp |
| Employer contribution / active EE | $3,386 | $7,022-51.8% | $6,427-47.3% | $4,660-27.3% |
| Participant deferral / active EE | $5,343 | $9,806-45.5% | $9,131-41.5% | $6,688-20.1% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |