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 4-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 | $57,637 | $159,901-64.0% | $146,958-60.8% | $145,922-60.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 16.60% | 98.13%-81.5pp | 418.34%-401.7pp | 561.29%-544.7pp |
| Employer contribution / active EE | $12,222 | $5,286+131.2% | $4,933+147.8% | $4,660+162.3% |
| Participant deferral / active EE | $7,456 | $8,428-11.5% | $8,070-7.6% | $6,688+11.5% |
| Admin fee / account holder | $164 | $15,044-98.9% | $12,998-98.7% | $13,397-98.8% |