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 | $54,474 | $165,335-67.1% | $149,696-63.6% | $158,922-65.7% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 13.65% | 348.15%-334.5pp | 276.60%-262.9pp | 302.83%-289.2pp |
| Employer contribution / active EE | $1,742 | $5,103-65.9% | $4,644-62.5% | $4,761-63.4% |
| Participant deferral / active EE | $5,859 | $7,181-18.4% | $6,842-14.4% | $5,982-2.1% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |