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 | $37,293 | $232,540-84.0% | $185,117-79.9% | $147,584-74.7% |
| Participation rate | 83.3% | 82.4%+1.0pp | 77.3%+6.1pp | 82.8%+0.5pp |
| Annual return | 22.06% | 43.03%-21.0pp | 40.50%-18.4pp | 578.55%-556.5pp |
| Employer contribution / active EE | $3,463 | $5,195-33.3% | $4,182-17.2% | $4,876-29.0% |
| Participant deferral / active EE | $8,399 | $5,834+44.0% | $5,045+66.5% | $5,439+54.4% |
| Admin fee / account holder | $265 | $10,275-97.4% | $8,159-96.7% | $10,885-97.6% |