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 4-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 | $32,606 | $106,584-69.4% | $101,326-67.8% | $142,382-77.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 23.09% | 36.93%-13.8pp | 36.82%-13.7pp | 217.08%-194.0pp |
| Employer contribution / active EE | $3,145 | $3,956-20.5% | $3,665-14.2% | $4,299-26.8% |
| Participant deferral / active EE | $7,349 | $8,297-11.4% | $7,994-8.1% | $6,507+12.9% |
| Admin fee / account holder | $29 | $11,446-99.7% | $11,185-99.7% | $12,624-99.8% |