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 7-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 | $33,992 | $176,056-80.7% | $159,436-78.7% | $167,490-79.7% |
| Participation rate | 81.8% | 84.9%-3.1pp | 82.8%-1.0pp | 82.1%-0.3pp |
| Annual return | 23.35% | 331.75%-308.4pp | 263.57%-240.2pp | 478.56%-455.2pp |
| Employer contribution / active EE | $4,690 | $5,297-11.5% | $4,829-2.9% | $4,837-3.0% |
| Participant deferral / active EE | $8,032 | $7,750+3.6% | $7,352+9.2% | $6,341+26.7% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |