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 6-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 | $50,055 | $175,202-71.4% | $149,673-66.6% | $139,434-64.1% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 33.19% | 166.71%-133.5pp | 134.42%-101.2pp | 372.94%-339.8pp |
| Employer contribution / active EE | $1,910 | $5,474-65.1% | $4,818-60.4% | $4,751-59.8% |
| Participant deferral / active EE | $7,813 | $6,519+19.8% | $5,680+37.5% | $6,710+16.4% |
| Admin fee / account holder | $20 | $16,150-99.9% | $13,210-99.8% | $11,403-99.8% |