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 10-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 | $25,421 | $215,361-88.2% | $171,082-85.1% | $273,961-90.7% |
| Participation rate | 88.9% | 82.0%+6.9pp | 76.7%+12.2pp | 83.0%+5.9pp |
| Annual return | 5.63% | 25.14%-19.5pp | 32.56%-26.9pp | 41.45%-35.8pp |
| Employer contribution / active EE | $2,437 | $4,967-50.9% | $4,002-39.1% | $4,869-49.9% |
| Participant deferral / active EE | $3,398 | $5,543-38.7% | $4,797-29.2% | $5,287-35.7% |
| Admin fee / account holder | $38 | $10,846-99.7% | $8,520-99.6% | $10,132-99.6% |