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 | $67,194 | $100,773-33.3% | $88,946-24.5% | $142,382-52.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 22.39% | 70.18%-47.8pp | 57.82%-35.4pp | 217.08%-194.7pp |
| Employer contribution / active EE | $3,391 | $2,918+16.2% | $2,555+32.7% | $4,299-21.1% |
| Participant deferral / active EE | $11,811 | $5,230+125.8% | $4,581+157.8% | $6,507+81.5% |
| Admin fee / account holder | $113 | $9,693-98.8% | $8,261-98.6% | $12,624-99.1% |