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 6-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 | $26,008 | $124,281-79.1% | $109,143-76.2% | $167,490-84.5% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.9%+11.6pp | 82.1%+5.4pp |
| Annual return | 22.03% | 26.04%-4.0pp | 25.75%-3.7pp | 478.56%-456.5pp |
| Employer contribution / active EE | $2,516 | $4,207-40.2% | $3,722-32.4% | $4,837-48.0% |
| Participant deferral / active EE | $7,092 | $5,255+35.0% | $4,653+52.4% | $6,341+11.8% |
| Admin fee / account holder | $135 | $7,970-98.3% | $6,752-98.0% | $12,309-98.9% |