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 | $40,858 | $159,602-74.4% | $150,045-72.8% | $142,382-71.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.62% | 70.24%-49.6pp | 62.55%-41.9pp | 217.08%-196.5pp |
| Employer contribution / active EE | $3,821 | $4,961-23.0% | $4,693-18.6% | $4,299-11.1% |
| Participant deferral / active EE | $7,630 | $8,310-8.2% | $7,997-4.6% | $6,507+17.3% |
| Admin fee / account holder | $52 | $14,846-99.7% | $13,435-99.6% | $12,624-99.6% |