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 | $54,519 | $159,602-65.8% | $150,045-63.7% | $142,382-61.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.00% | 70.24%-54.2pp | 62.55%-46.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,612 | $4,961-47.4% | $4,693-44.4% | $4,299-39.3% |
| Participant deferral / active EE | $19,276 | $8,310+132.0% | $7,997+141.0% | $6,507+196.2% |
| Admin fee / account holder | $75 | $14,846-99.5% | $13,435-99.4% | $12,624-99.4% |