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 8-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 | $55,350 | $115,770-52.2% | $101,248-45.3% | $158,922-65.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 24.21% | 56.14%-31.9pp | 46.47%-22.3pp | 302.83%-278.6pp |
| Employer contribution / active EE | $3,907 | $4,175-6.4% | $3,660+6.8% | $4,761-17.9% |
| Participant deferral / active EE | $7,042 | $4,957+42.0% | $4,370+61.1% | $5,982+17.7% |
| Admin fee / account holder | $157 | $7,245-97.8% | $5,945-97.4% | $11,246-98.6% |