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 3-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 | $40,017 | $114,381-65.0% | $107,525-62.8% | $142,382-71.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 22.59% | 242.71%-220.1pp | 181.32%-158.7pp | 217.08%-194.5pp |
| Employer contribution / active EE | $3,690 | $4,015-8.1% | $3,754-1.7% | $4,299-14.2% |
| Participant deferral / active EE | $11,650 | $5,564+109.4% | $5,116+127.7% | $6,507+79.0% |
| Admin fee / account holder | $84 | $9,860-99.2% | $8,919-99.1% | $12,624-99.3% |