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 | $56,333 | $183,519-69.3% | $155,509-63.8% | $145,922-61.4% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 13.18% | 61.17%-48.0pp | 64.67%-51.5pp | 561.29%-548.1pp |
| Employer contribution / active EE | $4,554 | $5,313-14.3% | $4,672-2.5% | $4,660-2.3% |
| Participant deferral / active EE | $9,290 | $6,462+43.8% | $5,626+65.1% | $6,688+38.9% |
| Admin fee / account holder | $31 | $19,313-99.8% | $15,912-99.8% | $13,397-99.8% |