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 5-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 | $42,137 | $108,919-61.3% | $100,391-58.0% | $145,922-71.1% |
| Participation rate | 80.0% | 82.9%-2.9pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 15.19% | 57.88%-42.7pp | 49.20%-34.0pp | 561.29%-546.1pp |
| Employer contribution / active EE | $1,170 | $4,419-73.5% | $3,942-70.3% | $4,660-74.9% |
| Participant deferral / active EE | $4,440 | $8,445-47.4% | $8,082-45.1% | $6,688-33.6% |
| Admin fee / account holder | $87 | $9,689-99.1% | $7,899-98.9% | $13,397-99.4% |