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 10-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 | $42,213 | $135,952-69.0% | $123,892-65.9% | $273,961-84.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.34% | 56.63%-50.3pp | 47.52%-41.2pp | 41.45%-35.1pp |
| Employer contribution / active EE | $1,694 | $5,170-67.2% | $4,617-63.3% | $4,869-65.2% |
| Participant deferral / active EE | $4,955 | $6,343-21.9% | $5,984-17.2% | $5,287-6.3% |
| Admin fee / account holder | $248 | $9,817-97.5% | $8,357-97.0% | $10,132-97.6% |