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 4-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 | $42,581 | $183,519-76.8% | $155,509-72.6% | $145,922-70.8% |
| Participation rate | 93.3% | 82.7%+10.7pp | 78.2%+15.1pp | 80.3%+13.1pp |
| Annual return | 21.38% | 61.17%-39.8pp | 64.67%-43.3pp | 561.29%-539.9pp |
| Employer contribution / active EE | $5,208 | $5,313-2.0% | $4,672+11.5% | $4,660+11.8% |
| Participant deferral / active EE | $10,062 | $6,462+55.7% | $5,626+78.8% | $6,688+50.5% |
| Admin fee / account holder | $268 | $19,313-98.6% | $15,912-98.3% | $13,397-98.0% |