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 | $35,402 | $74,888-52.7% | $71,209-50.3% | $142,382-75.1% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 19.87% | 345.14%-325.3pp | 282.51%-262.6pp | 217.08%-197.2pp |
| Employer contribution / active EE | $2,678 | $2,854-6.2% | $2,721-1.6% | $4,299-37.7% |
| Participant deferral / active EE | $6,932 | $4,454+55.6% | $4,175+66.0% | $6,507+6.5% |
| Admin fee / account holder | $189 | $5,568-96.6% | $5,349-96.5% | $12,624-98.5% |