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 | $135,959 | $214,378-36.6% | $200,582-32.2% | $142,382-4.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 27.72% | 46.41%-18.7pp | 42.33%-14.6pp | 217.08%-189.4pp |
| Employer contribution / active EE | $19,026 | $6,841+178.1% | $6,419+196.4% | $4,299+342.6% |
| Participant deferral / active EE | $12,004 | $9,865+21.7% | $9,331+28.6% | $6,507+84.5% |
| Admin fee / account holder | $9 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |