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 | $43,311 | $165,984-73.9% | $164,813-73.7% | $145,922-70.3% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 22.38% | 100.03%-77.7pp | 69.93%-47.5pp | 561.29%-538.9pp |
| Employer contribution / active EE | $4,444 | $5,273-15.7% | $4,341+2.4% | $4,660-4.6% |
| Participant deferral / active EE | $7,598 | $6,959+9.2% | $6,031+26.0% | $6,688+13.6% |
| Admin fee / account holder | $265 | $16,648-98.4% | $12,690-97.9% | $13,397-98.0% |