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 | $34,826 | $185,822-81.3% | $169,993-79.5% | $139,434-75.0% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 21.23% | 60.50%-39.3pp | 53.37%-32.1pp | 372.94%-351.7pp |
| Employer contribution / active EE | $2,351 | $7,590-69.0% | $6,785-65.4% | $4,751-50.5% |
| Participant deferral / active EE | $3,373 | $11,622-71.0% | $10,408-67.6% | $6,710-49.7% |
| Admin fee / account holder | $224 | $15,381-98.5% | $12,815-98.3% | $11,403-98.0% |