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 | $33,842 | $117,841-71.3% | $102,423-67.0% | $145,922-76.8% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 24.51% | 31.65%-7.1pp | 29.32%-4.8pp | 561.29%-536.8pp |
| Employer contribution / active EE | $4,366 | $3,615+20.8% | $3,023+44.4% | $4,660-6.3% |
| Participant deferral / active EE | $8,923 | $5,731+55.7% | $5,053+76.6% | $6,688+33.4% |
| Admin fee / account holder | $223 | $13,326-98.3% | $9,451-97.6% | $13,397-98.3% |