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 | $43,647 | $105,126-58.5% | $94,646-53.9% | $139,434-68.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 18.17% | 38.03%-19.9pp | 156.71%-138.5pp | 372.94%-354.8pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $9,233 | $7,599+21.5% | $7,418+24.5% | $6,710+37.6% |
| Admin fee / account holder | $254 | $8,984-97.2% | $7,231-96.5% | $11,403-97.8% |