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 | $35,178 | $148,534-76.3% | $135,903-74.1% | $139,434-74.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 34.49% | 79.19%-44.7pp | 68.23%-33.7pp | 372.94%-338.5pp |
| Employer contribution / active EE | $4,280 | $5,243-18.4% | $4,856-11.9% | $4,751-9.9% |
| Participant deferral / active EE | $12,672 | $8,100+56.4% | $7,758+63.3% | $6,710+88.8% |
| Admin fee / account holder | $233 | $12,400-98.1% | $10,762-97.8% | $11,403-98.0% |