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 | $32,703 | $177,572-81.6% | $154,803-78.9% | $142,382-77.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.92% | 65.07%-46.2pp | 58.88%-40.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,269 | $4,810-52.8% | $4,305-47.3% | $4,299-47.2% |
| Participant deferral / active EE | $6,492 | $6,272+3.5% | $5,540+17.2% | $6,507-0.2% |
| Admin fee / account holder | $79 | $16,786-99.5% | $14,329-99.4% | $12,624-99.4% |