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 10-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 | $25,298 | $93,571-73.0% | $135,903-81.4% | $75,163-66.3% |
| Participation rate | 95.7% | 75.2%+20.6pp | 81.9%+13.8pp | 67.2%+28.6pp |
| Annual return | 27.46% | 30.90%-3.4pp | 68.23%-40.8pp | 160.62%-133.2pp |
| Employer contribution / active EE | $3,883 | $3,537+9.8% | $4,856-20.0% | $2,670+45.4% |
| Participant deferral / active EE | $8,173 | $6,404+27.6% | $7,758+5.3% | $4,125+98.1% |
| Admin fee / account holder | $208 | $6,975-97.0% | $10,762-98.1% | $5,651-96.3% |