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 | $51,393 | $159,901-67.9% | $146,958-65.0% | $145,922-64.8% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 16.69% | 98.13%-81.4pp | 418.34%-401.6pp | 561.29%-544.6pp |
| Employer contribution / active EE | $10,441 | $5,286+97.5% | $4,933+111.7% | $4,660+124.1% |
| Participant deferral / active EE | $11,409 | $8,428+35.4% | $8,070+41.4% | $6,688+70.6% |
| Admin fee / account holder | $196 | $15,044-98.7% | $12,998-98.5% | $13,397-98.5% |