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 | $44,699 | $74,888-40.3% | $71,209-37.2% | $142,382-68.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 21.31% | 345.14%-323.8pp | 282.51%-261.2pp | 217.08%-195.8pp |
| Employer contribution / active EE | $7,467 | $2,854+161.6% | $2,721+174.4% | $4,299+73.7% |
| Participant deferral / active EE | $7,538 | $4,454+69.2% | $4,175+80.5% | $6,507+15.8% |
| Admin fee / account holder | $145 | $5,568-97.4% | $5,349-97.3% | $12,624-98.8% |