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 6-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 | $54,426 | $114,381-52.4% | $107,525-49.4% | $142,382-61.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.65% | 242.71%-225.1pp | 181.32%-163.7pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,629 | $4,015-34.5% | $3,754-30.0% | $4,299-38.8% |
| Participant deferral / active EE | $8,961 | $5,564+61.0% | $5,116+75.2% | $6,507+37.7% |
| Admin fee / account holder | $217 | $9,860-97.8% | $8,919-97.6% | $12,624-98.3% |