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 7-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 | $60,206 | $81,248-25.9% | $155,509-61.3% | $80,856-25.5% |
| Participation rate | 93.5% | 66.2%+27.3pp | 78.2%+15.4pp | 67.6%+25.9pp |
| Annual return | 40.55% | 33.31%+7.2pp | 64.67%-24.1pp | 35.59%+5.0pp |
| Employer contribution / active EE | $2,595 | $3,100-16.3% | $4,672-44.5% | $2,755-5.8% |
| Participant deferral / active EE | $5,631 | $3,452+63.2% | $5,626+0.1% | $4,296+31.1% |
| Admin fee / account holder | $286 | $7,997-96.4% | $15,912-98.2% | $6,918-95.9% |