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 | $29,041 | $99,877-70.9% | $84,966-65.8% | $145,922-80.1% |
| Participation rate | 81.3% | 74.1%+7.2pp | 67.5%+13.7pp | 80.3%+1.0pp |
| Annual return | 13.69% | 83.76%-70.1pp | 66.38%-52.7pp | 561.29%-547.6pp |
| Employer contribution / active EE | $6,949 | $3,231+115.0% | $2,727+154.8% | $4,660+49.1% |
| Participant deferral / active EE | $8,127 | $5,291+53.6% | $4,519+79.8% | $6,688+21.5% |
| Admin fee / account holder | $274 | $7,248-96.2% | $6,149-95.5% | $13,397-98.0% |