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 | $39,827 | $159,602-75.0% | $150,045-73.5% | $142,382-72.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.98% | 70.24%-52.3pp | 62.55%-44.6pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,285 | $4,961-53.9% | $4,693-51.3% | $4,299-46.9% |
| Participant deferral / active EE | $10,077 | $8,310+21.3% | $7,997+26.0% | $6,507+54.9% |
| Admin fee / account holder | $76 | $14,846-99.5% | $13,435-99.4% | $12,624-99.4% |