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 3-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 | $38,488 | $214,378-82.0% | $200,582-80.8% | $142,382-73.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 25.00% | 46.41%-21.4pp | 42.33%-17.3pp | 217.08%-192.1pp |
| Employer contribution / active EE | $2,177 | $6,841-68.2% | $6,419-66.1% | $4,299-49.4% |
| Participant deferral / active EE | $8,263 | $9,865-16.2% | $9,331-11.4% | $6,507+27.0% |
| Admin fee / account holder | $32 | $17,692-99.8% | $16,305-99.8% | $12,624-99.8% |