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 | $53,228 | $159,602-66.6% | $150,045-64.5% | $142,382-62.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 25.41% | 70.24%-44.8pp | 62.55%-37.1pp | 217.08%-191.7pp |
| Employer contribution / active EE | $4,572 | $4,961-7.8% | $4,693-2.6% | $4,299+6.3% |
| Participant deferral / active EE | $11,956 | $8,310+43.9% | $7,997+49.5% | $6,507+83.7% |
| Admin fee / account holder | $60 | $14,846-99.6% | $13,435-99.6% | $12,624-99.5% |