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 9-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 | $32,593 | $109,881-70.3% | $150,045-78.3% | $84,808-61.6% |
| Participation rate | 82.1% | 76.1%+6.1pp | 82.3%-0.2pp | 68.3%+13.8pp |
| Annual return | 16.06% | 28.25%-12.2pp | 62.55%-46.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,172 | $3,561-67.1% | $4,693-75.0% | $2,631-55.5% |
| Participant deferral / active EE | $3,335 | $6,636-49.7% | $7,997-58.3% | $4,212-20.8% |
| Admin fee / account holder | $179 | $8,568-97.9% | $13,435-98.7% | $7,344-97.6% |