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 | $45,681 | $159,602-71.4% | $150,045-69.6% | $142,382-67.9% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 18.73% | 70.24%-51.5pp | 62.55%-43.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $3,543 | $4,961-28.6% | $4,693-24.5% | $4,299-17.6% |
| Participant deferral / active EE | $10,661 | $8,310+28.3% | $7,997+33.3% | $6,507+63.8% |
| Admin fee / account holder | $250 | $14,846-98.3% | $13,435-98.1% | $12,624-98.0% |