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 | $33,269 | $111,724-70.2% | $93,606-64.5% | $145,922-77.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.79% | 202.98%-192.2pp | 133.20%-122.4pp | 561.29%-550.5pp |
| Employer contribution / active EE | $1,039 | $3,090-66.4% | $2,420-57.0% | $4,660-77.7% |
| Participant deferral / active EE | $3,894 | $4,912-20.7% | $4,411-11.7% | $6,688-41.8% |
| Admin fee / account holder | $95 | $10,250-99.1% | $8,285-98.9% | $13,397-99.3% |