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 | $54,081 | $165,984-67.4% | $164,813-67.2% | $145,922-62.9% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 15.75% | 100.03%-84.3pp | 69.93%-54.2pp | 561.29%-545.5pp |
| Employer contribution / active EE | $3,481 | $5,273-34.0% | $4,341-19.8% | $4,660-25.3% |
| Participant deferral / active EE | $6,497 | $6,959-6.6% | $6,031+7.7% | $6,688-2.8% |
| Admin fee / account holder | $36 | $16,648-99.8% | $12,690-99.7% | $13,397-99.7% |