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 3-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 | $26,685 | $159,602-83.3% | $150,045-82.2% | $142,382-81.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 29.89% | 70.24%-40.3pp | 62.55%-32.7pp | 217.08%-187.2pp |
| Employer contribution / active EE | $4,070 | $4,961-17.9% | $4,693-13.3% | $4,299-5.3% |
| Participant deferral / active EE | $10,763 | $8,310+29.5% | $7,997+34.6% | $6,507+65.4% |
| Admin fee / account holder | $78 | $14,846-99.5% | $13,435-99.4% | $12,624-99.4% |