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 | $34,816 | $177,572-80.4% | $154,803-77.5% | $142,382-75.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.48% | 65.07%-52.6pp | 58.88%-46.4pp | 217.08%-204.6pp |
| Employer contribution / active EE | $7,310 | $4,810+52.0% | $4,305+69.8% | $4,299+70.0% |
| Participant deferral / active EE | $3,698 | $6,272-41.0% | $5,540-33.3% | $6,507-43.2% |
| Admin fee / account holder | $147 | $16,786-99.1% | $14,329-99.0% | $12,624-98.8% |