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 3-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 | $43,932 | $177,572-75.3% | $154,803-71.6% | $142,382-69.1% |
| Participation rate | 94.1% | 82.1%+12.1pp | 78.1%+16.0pp | 80.1%+14.0pp |
| Annual return | 17.49% | 65.07%-47.6pp | 58.88%-41.4pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,137 | $4,810-55.6% | $4,305-50.4% | $4,299-50.3% |
| Participant deferral / active EE | $6,106 | $6,272-2.6% | $5,540+10.2% | $6,507-6.2% |
| Admin fee / account holder | $58 | $16,786-99.7% | $14,329-99.6% | $12,624-99.5% |