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 | $34,102 | $159,602-78.6% | $150,045-77.3% | $142,382-76.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 26.74% | 70.24%-43.5pp | 62.55%-35.8pp | 217.08%-190.3pp |
| Employer contribution / active EE | $4,052 | $4,961-18.3% | $4,693-13.7% | $4,299-5.8% |
| Participant deferral / active EE | $11,653 | $8,310+40.2% | $7,997+45.7% | $6,507+79.1% |
| Admin fee / account holder | $47 | $14,846-99.7% | $13,435-99.6% | $12,624-99.6% |