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 | $37,733 | $104,974-64.1% | $95,585-60.5% | $142,382-73.5% |
| Participation rate | 94.4% | 75.0%+19.5pp | 72.1%+22.4pp | 80.1%+14.3pp |
| Annual return | 17.17% | 210.33%-193.2pp | 38.56%-21.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $3,345 | $2,779+20.4% | $2,527+32.4% | $4,299-22.2% |
| Participant deferral / active EE | $4,745 | $4,352+9.0% | $4,023+18.0% | $6,507-27.1% |
| Admin fee / account holder | $256 | $6,386-96.0% | $6,127-95.8% | $12,624-98.0% |