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 3-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 | $29,385 | $114,381-74.3% | $107,525-72.7% | $142,382-79.4% |
| Participation rate | 77.8% | 78.1%-0.4pp | 75.1%+2.7pp | 80.1%-2.3pp |
| Annual return | 28.88% | 242.71%-213.8pp | 181.32%-152.4pp | 217.08%-188.2pp |
| Employer contribution / active EE | $2,638 | $4,015-34.3% | $3,754-29.7% | $4,299-38.6% |
| Participant deferral / active EE | $7,917 | $5,564+42.3% | $5,116+54.8% | $6,507+21.7% |
| Admin fee / account holder | $28 | $9,860-99.7% | $8,919-99.7% | $12,624-99.8% |