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 | $45,092 | $114,381-60.6% | $107,525-58.1% | $142,382-68.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 21.62% | 242.71%-221.1pp | 181.32%-159.7pp | 217.08%-195.5pp |
| Employer contribution / active EE | $4,364 | $4,015+8.7% | $3,754+16.3% | $4,299+1.5% |
| Participant deferral / active EE | $8,234 | $5,564+48.0% | $5,116+61.0% | $6,507+26.5% |
| Admin fee / account holder | $92 | $9,860-99.1% | $8,919-99.0% | $12,624-99.3% |