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 | $50,047 | $74,888-33.2% | $71,209-29.7% | $142,382-64.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 24.23% | 345.14%-320.9pp | 282.51%-258.3pp | 217.08%-192.8pp |
| Employer contribution / active EE | $1,914 | $2,854-33.0% | $2,721-29.7% | $4,299-55.5% |
| Participant deferral / active EE | $16,840 | $4,454+278.1% | $4,175+303.3% | $6,507+158.8% |
| Admin fee / account holder | $298 | $5,568-94.6% | $5,349-94.4% | $12,624-97.6% |