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 | $0 | $100,773-100.0% | $88,946-100.0% | $142,382-100.0% |
| Participation rate | 0.0% | 74.3%-74.3pp | 68.8%-68.8pp | 80.1%-80.1pp |
| Annual return | 21.09% | 70.18%-49.1pp | 57.82%-36.7pp | 217.08%-196.0pp |
| Employer contribution / active EE | $3,401 | $2,918+16.6% | $2,555+33.1% | $4,299-20.9% |
| Participant deferral / active EE | $13,210 | $5,230+152.6% | $4,581+188.3% | $6,507+103.0% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |