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 | $36,052 | $183,519-80.4% | $155,509-76.8% | $145,922-75.3% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 10.22% | 61.17%-50.9pp | 64.67%-54.4pp | 561.29%-551.1pp |
| Employer contribution / active EE | $5,203 | $5,313-2.1% | $4,672+11.3% | $4,660+11.7% |
| Participant deferral / active EE | $2,727 | $6,462-57.8% | $5,626-51.5% | $6,688-59.2% |
| Admin fee / account holder | $194 | $19,313-99.0% | $15,912-98.8% | $13,397-98.5% |