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 | $32,879 | $148,534-77.9% | $135,903-75.8% | $139,434-76.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 35.83% | 79.19%-43.4pp | 68.23%-32.4pp | 372.94%-337.1pp |
| Employer contribution / active EE | $5,627 | $5,243+7.3% | $4,856+15.9% | $4,751+18.4% |
| Participant deferral / active EE | $13,739 | $8,100+69.6% | $7,758+77.1% | $6,710+104.7% |
| Admin fee / account holder | $34 | $12,400-99.7% | $10,762-99.7% | $11,403-99.7% |