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 | $21,987 | $106,515-79.4% | $96,683-77.3% | $139,434-84.2% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 33.62% | 38.43%-4.8pp | 35.69%-2.1pp | 372.94%-339.3pp |
| Employer contribution / active EE | $1,206 | $4,103-70.6% | $3,737-67.7% | $4,751-74.6% |
| Participant deferral / active EE | $8,894 | $5,454+63.1% | $4,878+82.3% | $6,710+32.5% |
| Admin fee / account holder | $103 | $7,877-98.7% | $6,730-98.5% | $11,403-99.1% |