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 4-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 | $33,069 | $185,822-82.2% | $169,993-80.5% | $139,434-76.3% |
| Participation rate | 84.6% | 87.8%-3.1pp | 87.0%-2.4pp | 80.3%+4.3pp |
| Annual return | 33.49% | 60.50%-27.0pp | 53.37%-19.9pp | 372.94%-339.5pp |
| Employer contribution / active EE | $2,739 | $7,590-63.9% | $6,785-59.6% | $4,751-42.3% |
| Participant deferral / active EE | $10,943 | $11,622-5.8% | $10,408+5.1% | $6,710+63.1% |
| Admin fee / account holder | $181 | $15,381-98.8% | $12,815-98.6% | $11,403-98.4% |