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 | $31,388 | $157,256-80.0% | $141,162-77.8% | $152,861-79.5% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 30.22% | 64.32%-34.1pp | 71.39%-41.2pp | 345.32%-315.1pp |
| Employer contribution / active EE | $1,854 | $5,261-64.8% | $4,735-60.8% | $4,762-61.1% |
| Participant deferral / active EE | $6,036 | $7,109-15.1% | $6,709-10.0% | $5,850+3.2% |
| Admin fee / account holder | $223 | $12,120-98.2% | $10,261-97.8% | $11,596-98.1% |