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 3-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 | $34,641 | $177,572-80.5% | $154,803-77.6% | $142,382-75.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 24.51% | 65.07%-40.6pp | 58.88%-34.4pp | 217.08%-192.6pp |
| Employer contribution / active EE | $3,239 | $4,810-32.7% | $4,305-24.8% | $4,299-24.7% |
| Participant deferral / active EE | $5,853 | $6,272-6.7% | $5,540+5.6% | $6,507-10.1% |
| Admin fee / account holder | $270 | $16,786-98.4% | $14,329-98.1% | $12,624-97.9% |