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 7-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 | $28,281 | $105,126-73.1% | $94,646-70.1% | $139,434-79.7% |
| Participation rate | 85.7% | 82.4%+3.4pp | 80.8%+4.9pp | 80.3%+5.4pp |
| Annual return | 51.61% | 38.03%+13.6pp | 156.71%-105.1pp | 372.94%-321.3pp |
| Employer contribution / active EE | $2,014 | $4,106-50.9% | $3,672-45.1% | $4,751-57.6% |
| Participant deferral / active EE | $5,932 | $7,599-21.9% | $7,418-20.0% | $6,710-11.6% |
| Admin fee / account holder | $164 | $8,984-98.2% | $7,231-97.7% | $11,403-98.6% |