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 | $28,237 | $157,256-82.0% | $141,162-80.0% | $152,861-81.5% |
| Participation rate | 93.8% | 84.8%+8.9pp | 82.5%+11.3pp | 82.4%+11.3pp |
| Annual return | 31.71% | 64.32%-32.6pp | 71.39%-39.7pp | 345.32%-313.6pp |
| Employer contribution / active EE | $4,036 | $5,261-23.3% | $4,735-14.8% | $4,762-15.2% |
| Participant deferral / active EE | $7,472 | $7,109+5.1% | $6,709+11.4% | $5,850+27.7% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |