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 8-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 | $64,011 | $165,335-61.3% | $149,696-57.2% | $158,922-59.7% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 29.14% | 348.15%-319.0pp | 276.60%-247.5pp | 302.83%-273.7pp |
| Employer contribution / active EE | $10,262 | $5,103+101.1% | $4,644+121.0% | $4,761+115.5% |
| Participant deferral / active EE | $16,754 | $7,181+133.3% | $6,842+144.9% | $5,982+180.1% |
| Admin fee / account holder | $34 | $10,807-99.7% | $9,309-99.6% | $11,246-99.7% |