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 | $22,935 | $159,602-85.6% | $150,045-84.7% | $142,382-83.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 33.51% | 70.24%-36.7pp | 62.55%-29.0pp | 217.08%-183.6pp |
| Employer contribution / active EE | $3,706 | $4,961-25.3% | $4,693-21.0% | $4,299-13.8% |
| Participant deferral / active EE | $7,763 | $8,310-6.6% | $7,997-2.9% | $6,507+19.3% |
| Admin fee / account holder | $26 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |