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 3-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 | $73,138 | $201,272-63.7% | $184,203-60.3% | $145,922-49.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.69% | 29.00%-11.3pp | 28.81%-11.1pp | 561.29%-543.6pp |
| Employer contribution / active EE | $4,438 | $7,022-36.8% | $6,427-30.9% | $4,660-4.8% |
| Participant deferral / active EE | $16,135 | $9,806+64.5% | $9,131+76.7% | $6,688+141.3% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |