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 | $66,775 | $157,256-57.5% | $141,162-52.7% | $152,861-56.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 28.18% | 64.32%-36.1pp | 71.39%-43.2pp | 345.32%-317.1pp |
| Employer contribution / active EE | $4,534 | $5,261-13.8% | $4,735-4.2% | $4,762-4.8% |
| Participant deferral / active EE | $13,698 | $7,109+92.7% | $6,709+104.2% | $5,850+134.1% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |