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 | $20,245 | $127,065-84.1% | $113,168-82.1% | $142,382-85.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 12.55% | 24.03%-11.5pp | 24.27%-11.7pp | 217.08%-204.5pp |
| Employer contribution / active EE | $2,231 | $3,442-35.2% | $2,975-25.0% | $4,299-48.1% |
| Participant deferral / active EE | $4,005 | $5,716-29.9% | $5,107-21.6% | $6,507-38.4% |
| Admin fee / account holder | $287 | $15,736-98.2% | $12,068-97.6% | $12,624-97.7% |