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 6-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 | $31,223 | $126,574-75.3% | $106,213-70.6% | $145,922-78.6% |
| Participation rate | 83.3% | 77.6%+5.7pp | 75.3%+8.1pp | 80.3%+3.1pp |
| Annual return | 9.74% | 224.79%-215.1pp | 116.14%-106.4pp | 561.29%-551.6pp |
| Employer contribution / active EE | $1,587 | $3,730-57.4% | $3,171-49.9% | $4,660-65.9% |
| Participant deferral / active EE | $3,046 | $5,724-46.8% | $5,016-39.3% | $6,688-54.4% |
| Admin fee / account holder | $0 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |