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 | $100,666 | $201,272-50.0% | $184,203-45.4% | $145,922-31.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.02% | 29.00%-19.0pp | 28.81%-18.8pp | 561.29%-551.3pp |
| Employer contribution / active EE | $1,984 | $7,022-71.7% | $6,427-69.1% | $4,660-57.4% |
| Participant deferral / active EE | $6,704 | $9,806-31.6% | $9,131-26.6% | $6,688+0.2% |
| Admin fee / account holder | $8 | $16,364-100.0% | $13,901-99.9% | $13,397-99.9% |