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 | $33,203 | $148,534-77.6% | $135,903-75.6% | $139,434-76.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 35.96% | 79.19%-43.2pp | 68.23%-32.3pp | 372.94%-337.0pp |
| Employer contribution / active EE | $2,421 | $5,243-53.8% | $4,856-50.2% | $4,751-49.0% |
| Participant deferral / active EE | $3,109 | $8,100-61.6% | $7,758-59.9% | $6,710-53.7% |
| Admin fee / account holder | $270 | $12,400-97.8% | $10,762-97.5% | $11,403-97.6% |