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 | $45,756 | $111,754-59.1% | $103,333-55.7% | $145,922-68.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.39% | 24.77%-13.4pp | 24.88%-13.5pp | 561.29%-549.9pp |
| Employer contribution / active EE | $1,722 | $4,212-59.1% | $3,868-55.5% | $4,660-63.1% |
| Participant deferral / active EE | $1,722 | $5,619-69.4% | $5,057-66.0% | $6,688-74.3% |
| Admin fee / account holder | $68 | $9,750-99.3% | $8,355-99.2% | $13,397-99.5% |