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 | $20,466 | $110,257-81.4% | $96,544-78.8% | $139,434-85.3% |
| Participation rate | 85.0% | 78.1%+6.9pp | 76.0%+9.0pp | 80.3%+4.7pp |
| Annual return | 40.85% | 26.32%+14.5pp | 25.84%+15.0pp | 372.94%-332.1pp |
| Employer contribution / active EE | $5,927 | $3,620+63.8% | $2,965+99.9% | $4,751+24.8% |
| Participant deferral / active EE | $4,672 | $5,548-15.8% | $4,851-3.7% | $6,710-30.4% |
| Admin fee / account holder | $8 | $11,591-99.9% | $8,252-99.9% | $11,403-99.9% |