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 | $49,748 | $114,381-56.5% | $107,525-53.7% | $142,382-65.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.26% | 242.71%-227.5pp | 181.32%-166.1pp | 217.08%-201.8pp |
| Employer contribution / active EE | $62,399 | $4,015+1454.3% | $3,754+1562.4% | $4,299+1351.4% |
| Participant deferral / active EE | $31,000 | $5,564+457.1% | $5,116+506.0% | $6,507+376.4% |
| Admin fee / account holder | $272 | $9,860-97.2% | $8,919-97.0% | $12,624-97.8% |