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 | $36,340 | $183,519-80.2% | $155,509-76.6% | $145,922-75.1% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 33.11% | 61.17%-28.1pp | 64.67%-31.6pp | 561.29%-528.2pp |
| Employer contribution / active EE | $9,447 | $5,313+77.8% | $4,672+102.2% | $4,660+102.7% |
| Participant deferral / active EE | $5,507 | $6,462-14.8% | $5,626-2.1% | $6,688-17.7% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |