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 | $31,995 | $202,432-84.2% | $169,368-81.1% | $139,434-77.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 40.11% | 531.74%-491.6pp | 405.60%-365.5pp | 372.94%-332.8pp |
| Employer contribution / active EE | $4,429 | $4,692-5.6% | $4,013+10.4% | $4,751-6.8% |
| Participant deferral / active EE | $9,750 | $6,938+40.5% | $6,221+56.7% | $6,710+45.3% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |