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 | $40,931 | $148,534-72.4% | $135,903-69.9% | $139,434-70.6% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 63.59% | 79.19%-15.6pp | 68.23%-4.6pp | 372.94%-309.4pp |
| Employer contribution / active EE | $5,928 | $5,243+13.1% | $4,856+22.1% | $4,751+24.8% |
| Participant deferral / active EE | $5,041 | $8,100-37.8% | $7,758-35.0% | $6,710-24.9% |
| Admin fee / account holder | $256 | $12,400-97.9% | $10,762-97.6% | $11,403-97.8% |