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 | $43,197 | $86,286-49.9% | $111,297-61.2% | $85,850-49.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 12.45% | 19.99%-7.5pp | 54.65%-42.2pp | 318.53%-306.1pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,008 | $3,641+10.1% | $4,487-10.7% | $3,952+1.4% |
| Admin fee / account holder | $232 | $8,188-97.2% | $7,964-97.1% | $6,260-96.3% |