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 | $52,290 | $177,572-70.6% | $154,803-66.2% | $142,382-63.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.38% | 65.07%-48.7pp | 58.88%-42.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $2,456 | $4,810-48.9% | $4,305-43.0% | $4,299-42.9% |
| Participant deferral / active EE | $6,447 | $6,272+2.8% | $5,540+16.4% | $6,507-0.9% |
| Admin fee / account holder | $143 | $16,786-99.1% | $14,329-99.0% | $12,624-98.9% |