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 | $67,388 | $159,602-57.8% | $150,045-55.1% | $142,382-52.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.13% | 70.24%-50.1pp | 62.55%-42.4pp | 217.08%-196.9pp |
| Employer contribution / active EE | $5,155 | $4,961+3.9% | $4,693+9.8% | $4,299+19.9% |
| Participant deferral / active EE | $14,757 | $8,310+77.6% | $7,997+84.5% | $6,507+126.8% |
| Admin fee / account holder | $168 | $14,846-98.9% | $13,435-98.7% | $12,624-98.7% |