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 | $48,107 | $102,317-53.0% | $146,958-67.3% | $80,856-40.5% |
| Participation rate | 91.2% | 75.8%+15.3pp | 82.2%+9.0pp | 67.6%+23.5pp |
| Annual return | 32.26% | 134.76%-102.5pp | 418.34%-386.1pp | 35.59%-3.3pp |
| Employer contribution / active EE | $2,923 | $3,713-21.3% | $4,933-40.7% | $2,755+6.1% |
| Participant deferral / active EE | $6,807 | $6,644+2.5% | $8,070-15.7% | $4,296+58.4% |
| Admin fee / account holder | $189 | $7,941-97.6% | $12,998-98.5% | $6,918-97.3% |