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 | $33,302 | $148,534-77.6% | $135,903-75.5% | $139,434-76.1% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 24.29% | 79.19%-54.9pp | 68.23%-43.9pp | 372.94%-348.7pp |
| Employer contribution / active EE | $4,159 | $5,243-20.7% | $4,856-14.4% | $4,751-12.5% |
| Participant deferral / active EE | $6,100 | $8,100-24.7% | $7,758-21.4% | $6,710-9.1% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |