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 | $39,751 | $80,673-50.7% | $101,326-60.8% | $84,808-53.1% |
| Participation rate | 96.4% | 77.8%+18.6pp | 81.5%+14.9pp | 68.3%+28.1pp |
| Annual return | 21.94% | 38.95%-17.0pp | 36.82%-14.9pp | 40.90%-19.0pp |
| Employer contribution / active EE | $3,393 | $2,698+25.8% | $3,665-7.4% | $2,631+29.0% |
| Participant deferral / active EE | $7,585 | $6,840+10.9% | $7,994-5.1% | $4,212+80.1% |
| Admin fee / account holder | $77 | $12,784-99.4% | $11,185-99.3% | $7,344-98.9% |