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 8-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 | $39,642 | $162,781-75.6% | $133,956-70.4% | $158,922-75.1% |
| Participation rate | 91.7% | 83.2%+8.4pp | 79.8%+11.8pp | 82.0%+9.7pp |
| Annual return | 20.98% | 41.94%-21.0pp | 45.09%-24.1pp | 302.83%-281.8pp |
| Employer contribution / active EE | $2,018 | $4,975-59.4% | $3,919-48.5% | $4,761-57.6% |
| Participant deferral / active EE | $4,736 | $5,911-19.9% | $5,048-6.2% | $5,982-20.8% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |