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 | $40,138 | $163,101-75.4% | $136,749-70.6% | $142,382-71.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 21.86% | 27.54%-5.7pp | 24.33%-2.5pp | 217.08%-195.2pp |
| Employer contribution / active EE | $1,939 | $4,117-52.9% | $3,400-43.0% | $4,299-54.9% |
| Participant deferral / active EE | $7,988 | $5,585+43.0% | $4,692+70.3% | $6,507+22.8% |
| Admin fee / account holder | $259 | $14,318-98.2% | $11,386-97.7% | $12,624-97.9% |