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 | $43,128 | $214,378-79.9% | $200,582-78.5% | $142,382-69.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.87% | 46.41%-26.5pp | 42.33%-22.5pp | 217.08%-197.2pp |
| Employer contribution / active EE | $2,030 | $6,841-70.3% | $6,419-68.4% | $4,299-52.8% |
| Participant deferral / active EE | $13,902 | $9,865+40.9% | $9,331+49.0% | $6,507+113.6% |
| Admin fee / account holder | $206 | $17,692-98.8% | $16,305-98.7% | $12,624-98.4% |