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 | $39,710 | $177,572-77.6% | $154,803-74.3% | $142,382-72.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.50% | 65.07%-44.6pp | 58.88%-38.4pp | 217.08%-196.6pp |
| Employer contribution / active EE | $3,190 | $4,810-33.7% | $4,305-25.9% | $4,299-25.8% |
| Participant deferral / active EE | $6,538 | $6,272+4.3% | $5,540+18.0% | $6,507+0.5% |
| Admin fee / account holder | $269 | $16,786-98.4% | $14,329-98.1% | $12,624-97.9% |