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 | $23,923 | $179,726-86.7% | $156,263-84.7% | $142,382-83.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 49.97% | 77.86%-27.9pp | 59.47%-9.5pp | 217.08%-167.1pp |
| Employer contribution / active EE | $3,911 | $5,069-22.8% | $4,333-9.7% | $4,299-9.0% |
| Participant deferral / active EE | $7,947 | $6,956+14.3% | $6,158+29.1% | $6,507+22.1% |
| Admin fee / account holder | $24 | $17,272-99.9% | $14,255-99.8% | $12,624-99.8% |