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 | $52,337 | $74,888-30.1% | $71,209-26.5% | $142,382-63.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 20.86% | 345.14%-324.3pp | 282.51%-261.7pp | 217.08%-196.2pp |
| Employer contribution / active EE | $4,964 | $2,854+73.9% | $2,721+82.4% | $4,299+15.5% |
| Participant deferral / active EE | $10,322 | $4,454+131.7% | $4,175+147.2% | $6,507+58.6% |
| Admin fee / account holder | $200 | $5,568-96.4% | $5,349-96.3% | $12,624-98.4% |