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 6-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 | $60,604 | $148,534-59.2% | $135,903-55.4% | $139,434-56.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.97% | 79.19%-53.2pp | 68.23%-42.3pp | 372.94%-347.0pp |
| Employer contribution / active EE | $3,456 | $5,243-34.1% | $4,856-28.8% | $4,751-27.3% |
| Participant deferral / active EE | $6,364 | $8,100-21.4% | $7,758-18.0% | $6,710-5.2% |
| Admin fee / account holder | $216 | $12,400-98.3% | $10,762-98.0% | $11,403-98.1% |