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 | $35,118 | $100,773-65.2% | $88,946-60.5% | $142,382-75.3% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 32.33% | 70.18%-37.9pp | 57.82%-25.5pp | 217.08%-184.7pp |
| Employer contribution / active EE | $1,274 | $2,918-56.3% | $2,555-50.1% | $4,299-70.4% |
| Participant deferral / active EE | $8,158 | $5,230+56.0% | $4,581+78.1% | $6,507+25.4% |
| Admin fee / account holder | $37 | $9,693-99.6% | $8,261-99.6% | $12,624-99.7% |