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 | $24,626 | $177,572-86.1% | $154,803-84.1% | $142,382-82.7% |
| Participation rate | 78.6% | 82.1%-3.5pp | 78.1%+0.5pp | 80.1%-1.5pp |
| Annual return | 17.19% | 65.07%-47.9pp | 58.88%-41.7pp | 217.08%-199.9pp |
| Employer contribution / active EE | $2,827 | $4,810-41.2% | $4,305-34.3% | $4,299-34.2% |
| Participant deferral / active EE | $3,183 | $6,272-49.2% | $5,540-42.5% | $6,507-51.1% |
| Admin fee / account holder | $6 | $16,786-100.0% | $14,329-100.0% | $12,624-99.9% |