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 5-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 | $32,450 | $210,648-84.6% | $177,989-81.8% | $145,922-77.8% |
| Participation rate | 81.8% | 80.8%+1.1pp | 77.1%+4.7pp | 80.3%+1.5pp |
| Annual return | 13.63% | 385.86%-372.2pp | 294.48%-280.8pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,890 | $4,565-58.6% | $3,949-52.1% | $4,660-59.4% |
| Participant deferral / active EE | $7,364 | $6,958+5.8% | $6,276+17.3% | $6,688+10.1% |
| Admin fee / account holder | $83 | $12,013-99.3% | $10,363-99.2% | $13,397-99.4% |