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 | $54,934 | $117,841-53.4% | $102,423-46.4% | $145,922-62.4% |
| Participation rate | 70.8% | 78.6%-7.8pp | 76.5%-5.7pp | 80.3%-9.4pp |
| Annual return | 12.27% | 31.65%-19.4pp | 29.32%-17.1pp | 561.29%-549.0pp |
| Employer contribution / active EE | $3,122 | $3,615-13.6% | $3,023+3.3% | $4,660-33.0% |
| Participant deferral / active EE | $7,127 | $5,731+24.4% | $5,053+41.0% | $6,688+6.6% |
| Admin fee / account holder | $5 | $13,326-100.0% | $9,451-99.9% | $13,397-100.0% |