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 | $40,782 | $159,602-74.4% | $150,045-72.8% | $142,382-71.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 23.91% | 70.24%-46.3pp | 62.55%-38.6pp | 217.08%-193.2pp |
| Employer contribution / active EE | $1,941 | $4,961-60.9% | $4,693-58.6% | $4,299-54.9% |
| Participant deferral / active EE | $6,489 | $8,310-21.9% | $7,997-18.9% | $6,507-0.3% |
| Admin fee / account holder | $177 | $14,846-98.8% | $13,435-98.7% | $12,624-98.6% |