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 | $22,824 | $49,922-54.3% | $80,569-71.7% | $75,163-69.6% |
| Participation rate | 77.4% | 55.3%+22.1pp | 67.0%+10.4pp | 67.2%+10.2pp |
| Annual return | 32.68% | 34.69%-2.0pp | 935.43%-902.7pp | 160.62%-127.9pp |
| Employer contribution / active EE | $3,912 | $1,698+130.4% | $2,723+43.6% | $2,670+46.5% |
| Participant deferral / active EE | $7,943 | $2,990+165.6% | $4,447+78.6% | $4,125+92.6% |
| Admin fee / account holder | $263 | $3,577-92.7% | $5,377-95.1% | $5,651-95.4% |