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 | $57,521 | $159,901-64.0% | $146,958-60.9% | $145,922-60.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.28% | 98.13%-83.9pp | 418.34%-404.1pp | 561.29%-547.0pp |
| Employer contribution / active EE | $1,783 | $5,286-66.3% | $4,933-63.8% | $4,660-61.7% |
| Participant deferral / active EE | $9,488 | $8,428+12.6% | $8,070+17.6% | $6,688+41.9% |
| Admin fee / account holder | $143 | $15,044-99.0% | $12,998-98.9% | $13,397-98.9% |