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 5-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 | $63,990 | $106,584-40.0% | $101,326-36.8% | $142,382-55.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.89% | 36.93%-18.0pp | 36.82%-17.9pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,660 | $3,956-32.8% | $3,665-27.4% | $4,299-38.1% |
| Participant deferral / active EE | $15,173 | $8,297+82.9% | $7,994+89.8% | $6,507+133.2% |
| Admin fee / account holder | $24 | $11,446-99.8% | $11,185-99.8% | $12,624-99.8% |