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 10-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 | $52,390 | $149,734-65.0% | $118,925-55.9% | $158,922-67.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 25.93% | 19.95%+6.0pp | 35.88%-10.0pp | 302.83%-276.9pp |
| Employer contribution / active EE | $2,990 | $4,115-27.4% | $3,263-8.4% | $4,761-37.2% |
| Participant deferral / active EE | $0 | $5,223-100.0% | $4,265-100.0% | $5,982-100.0% |
| Admin fee / account holder | $220 | $8,603-97.4% | $6,581-96.7% | $11,246-98.0% |