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 | $31,471 | $95,416-67.0% | $185,823-83.1% | $85,850-63.3% |
| Participation rate | 84.0% | 68.8%+15.2pp | 81.7%+2.3pp | 69.3%+14.7pp |
| Annual return | 14.12% | 23.59%-9.5pp | 122.05%-107.9pp | 318.53%-304.4pp |
| Employer contribution / active EE | $3,409 | $3,314+2.9% | $5,167-34.0% | $2,565+32.9% |
| Participant deferral / active EE | $3,447 | $3,423+0.7% | $5,568-38.1% | $3,952-12.8% |
| Admin fee / account holder | $166 | $7,213-97.7% | $16,237-99.0% | $6,260-97.3% |