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 | $49,035 | $104,974-53.3% | $95,585-48.7% | $142,382-65.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 22.84% | 210.33%-187.5pp | 38.56%-15.7pp | 217.08%-194.2pp |
| Employer contribution / active EE | $4,906 | $2,779+76.6% | $2,527+94.2% | $4,299+14.1% |
| Participant deferral / active EE | $8,485 | $4,352+95.0% | $4,023+110.9% | $6,507+30.4% |
| Admin fee / account holder | $100 | $6,386-98.4% | $6,127-98.4% | $12,624-99.2% |