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 | $86,915 | $214,378-59.5% | $200,582-56.7% | $142,382-39.0% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 259.15% | 46.41%+212.7pp | 42.33%+216.8pp | 217.08%+42.1pp |
| Employer contribution / active EE | $2,410 | $6,841-64.8% | $6,419-62.5% | $4,299-43.9% |
| Participant deferral / active EE | $3,613 | $9,865-63.4% | $9,331-61.3% | $6,507-44.5% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |