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 8-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 | $27,778 | $176,056-84.2% | $159,436-82.6% | $167,490-83.4% |
| Participation rate | 90.0% | 84.9%+5.1pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 17.29% | 331.75%-314.5pp | 263.57%-246.3pp | 478.56%-461.3pp |
| Employer contribution / active EE | $3,351 | $5,297-36.7% | $4,829-30.6% | $4,837-30.7% |
| Participant deferral / active EE | $4,271 | $7,750-44.9% | $7,352-41.9% | $6,341-32.6% |
| Admin fee / account holder | $12 | $12,554-99.9% | $10,799-99.9% | $12,309-99.9% |