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 | $27,407 | $175,202-84.4% | $149,673-81.7% | $139,434-80.3% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 20.35% | 166.71%-146.4pp | 134.42%-114.1pp | 372.94%-352.6pp |
| Employer contribution / active EE | $1,728 | $5,474-68.4% | $4,818-64.1% | $4,751-63.6% |
| Participant deferral / active EE | $3,897 | $6,519-40.2% | $5,680-31.4% | $6,710-41.9% |
| Admin fee / account holder | $108 | $16,150-99.3% | $13,210-99.2% | $11,403-99.1% |