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 5-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 | $49,793 | $201,272-75.3% | $184,203-73.0% | $145,922-65.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.87% | 29.00%-8.1pp | 28.81%-7.9pp | 561.29%-540.4pp |
| Employer contribution / active EE | $2,344 | $7,022-66.6% | $6,427-63.5% | $4,660-49.7% |
| Participant deferral / active EE | $11,387 | $9,806+16.1% | $9,131+24.7% | $6,688+70.3% |
| Admin fee / account holder | $35 | $16,364-99.8% | $13,901-99.7% | $13,397-99.7% |