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 | $28,678 | $133,922-78.6% | $116,228-75.3% | $142,382-79.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 28.75% | 147.76%-119.0pp | 90.06%-61.3pp | 217.08%-188.3pp |
| Employer contribution / active EE | $4,442 | $3,446+28.9% | $2,994+48.3% | $4,299+3.3% |
| Participant deferral / active EE | $11,234 | $5,672+98.1% | $4,953+126.8% | $6,507+72.6% |
| Admin fee / account holder | $52 | $14,945-99.6% | $11,989-99.6% | $12,624-99.6% |