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 5-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 | $67,967 | $175,202-61.2% | $149,673-54.6% | $139,434-51.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.91% | 166.71%-154.8pp | 134.42%-122.5pp | 372.94%-361.0pp |
| Employer contribution / active EE | $16,247 | $5,474+196.8% | $4,818+237.2% | $4,751+242.0% |
| Participant deferral / active EE | $10,000 | $6,519+53.4% | $5,680+76.1% | $6,710+49.0% |
| Admin fee / account holder | $50 | $16,150-99.7% | $13,210-99.6% | $11,403-99.6% |