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 | $39,562 | $104,974-62.3% | $95,585-58.6% | $142,382-72.2% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.1%+15.4pp | 80.1%+7.4pp |
| Annual return | 19.49% | 210.33%-190.8pp | 38.56%-19.1pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,172 | $2,779-57.8% | $2,527-53.6% | $4,299-72.7% |
| Participant deferral / active EE | $6,025 | $4,352+38.4% | $4,023+49.8% | $6,507-7.4% |
| Admin fee / account holder | $39 | $6,386-99.4% | $6,127-99.4% | $12,624-99.7% |