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 9-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 | $40,249 | $175,202-77.0% | $149,673-73.1% | $139,434-71.1% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 44.24% | 166.71%-122.5pp | 134.42%-90.2pp | 372.94%-328.7pp |
| Employer contribution / active EE | $11,059 | $5,474+102.0% | $4,818+129.5% | $4,751+132.8% |
| Participant deferral / active EE | $14,250 | $6,519+118.6% | $5,680+150.9% | $6,710+112.4% |
| Admin fee / account holder | $3 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |