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 10-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 | $76,244 | $98,240-22.4% | $82,313-7.4% | $147,584-48.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 20.17% | 30.85%-10.7pp | 25.88%-5.7pp | 578.55%-558.4pp |
| Employer contribution / active EE | $11,256 | $3,192+252.7% | $2,428+363.5% | $4,876+130.8% |
| Participant deferral / active EE | $6,008 | $4,383+37.1% | $3,706+62.1% | $5,439+10.5% |
| Admin fee / account holder | $167 | $8,563-98.1% | $5,608-97.0% | $10,885-98.5% |