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 | $64,607 | $86,286-25.1% | $111,297-42.0% | $85,850-24.7% |
| Participation rate | 82.1% | 73.3%+8.8pp | 77.3%+4.8pp | 69.3%+12.8pp |
| Annual return | 23.86% | 19.99%+3.9pp | 54.65%-30.8pp | 318.53%-294.7pp |
| Employer contribution / active EE | $908 | $2,043-55.5% | $2,731-66.7% | $2,565-64.6% |
| Participant deferral / active EE | $2,250 | $3,641-38.2% | $4,487-49.9% | $3,952-43.1% |
| Admin fee / account holder | $81 | $8,188-99.0% | $7,964-99.0% | $6,260-98.7% |