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 8-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 | $36,889 | $91,190-59.5% | $178,490-79.3% | $79,858-53.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 25.60% | 24.19%+1.4pp | 151.07%-125.5pp | 31.71%-6.1pp |
| Employer contribution / active EE | $6,687 | $3,256+105.4% | $5,011+33.5% | $2,471+170.6% |
| Participant deferral / active EE | $6,309 | $3,236+95.0% | $5,202+21.3% | $3,740+68.7% |
| Admin fee / account holder | $137 | $6,751-98.0% | $13,984-99.0% | $5,306-97.4% |