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 5-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 | $30,733 | $183,519-83.3% | $155,509-80.2% | $145,922-78.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 10.18% | 61.17%-51.0pp | 64.67%-54.5pp | 561.29%-551.1pp |
| Employer contribution / active EE | $2,041 | $5,313-61.6% | $4,672-56.3% | $4,660-56.2% |
| Participant deferral / active EE | $8,945 | $6,462+38.4% | $5,626+59.0% | $6,688+33.8% |
| Admin fee / account holder | $137 | $19,313-99.3% | $15,912-99.1% | $13,397-99.0% |