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 | $45,419 | $117,983-61.5% | $101,794-55.4% | $142,382-68.1% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.2%+8.6pp | 80.1%-2.3pp |
| Annual return | 22.08% | 36.92%-14.8pp | 30.53%-8.4pp | 217.08%-195.0pp |
| Employer contribution / active EE | $1,905 | $2,773-31.3% | $2,289-16.8% | $4,299-55.7% |
| Participant deferral / active EE | $6,530 | $4,714+38.5% | $4,084+59.9% | $6,507+0.4% |
| Admin fee / account holder | $178 | $10,433-98.3% | $8,777-98.0% | $12,624-98.6% |