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 3-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 | $54,494 | $159,602-65.9% | $150,045-63.7% | $142,382-61.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.16% | 70.24%-48.1pp | 62.55%-40.4pp | 217.08%-194.9pp |
| Employer contribution / active EE | $1,242 | $4,961-75.0% | $4,693-73.5% | $4,299-71.1% |
| Participant deferral / active EE | $15,171 | $8,310+82.6% | $7,997+89.7% | $6,507+133.1% |
| Admin fee / account holder | $257 | $14,846-98.3% | $13,435-98.1% | $12,624-98.0% |