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 3-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 | $48,554 | $108,919-55.4% | $100,391-51.6% | $145,922-66.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 20.19% | 57.88%-37.7pp | 49.20%-29.0pp | 561.29%-541.1pp |
| Employer contribution / active EE | $6,974 | $4,419+57.8% | $3,942+76.9% | $4,660+49.7% |
| Participant deferral / active EE | $18,863 | $8,445+123.4% | $8,082+133.4% | $6,688+182.1% |
| Admin fee / account holder | $25 | $9,689-99.7% | $7,899-99.7% | $13,397-99.8% |