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 | $52,993 | $169,032-68.6% | $129,207-59.0% | $145,922-63.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.32% | 14330.11%-14317.8pp | 9417.33%-9405.0pp | 561.29%-549.0pp |
| Employer contribution / active EE | $1,258 | $5,537-77.3% | $4,153-69.7% | $4,660-73.0% |
| Participant deferral / active EE | $2,500 | $4,987-49.9% | $4,168-40.0% | $6,688-62.6% |
| Admin fee / account holder | $88 | $9,954-99.1% | $7,715-98.9% | $13,397-99.3% |