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 | $21,226 | $94,752-77.6% | $112,887-81.2% | $139,434-84.8% |
| Participation rate | 80.0% | 81.3%-1.3pp | 80.5%-0.5pp | 80.3%-0.3pp |
| Annual return | 36.26% | 40.88%-4.6pp | 34.10%+2.2pp | 372.94%-336.7pp |
| Employer contribution / active EE | $3,204 | $4,625-30.7% | $4,563-29.8% | $4,751-32.6% |
| Participant deferral / active EE | $7,176 | $6,512+10.2% | $6,513+10.2% | $6,710+6.9% |
| Admin fee / account holder | $63 | $8,527-99.3% | $7,047-99.1% | $11,403-99.5% |