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 | $46,339 | $114,381-59.5% | $107,525-56.9% | $142,382-67.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 23.04% | 242.71%-219.7pp | 181.32%-158.3pp | 217.08%-194.0pp |
| Employer contribution / active EE | $4,427 | $4,015+10.3% | $3,754+17.9% | $4,299+3.0% |
| Participant deferral / active EE | $10,717 | $5,564+92.6% | $5,116+109.5% | $6,507+64.7% |
| Admin fee / account holder | $95 | $9,860-99.0% | $8,919-98.9% | $12,624-99.2% |