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 | $89,677 | $159,901-43.9% | $146,958-39.0% | $145,922-38.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.98% | 98.13%-83.2pp | 418.34%-403.4pp | 561.29%-546.3pp |
| Employer contribution / active EE | $6,316 | $5,286+19.5% | $4,933+28.0% | $4,660+35.6% |
| Participant deferral / active EE | $22,109 | $8,428+162.3% | $8,070+174.0% | $6,688+230.6% |
| Admin fee / account holder | $111 | $15,044-99.3% | $12,998-99.1% | $13,397-99.2% |