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 | $38,909 | $163,101-76.1% | $136,749-71.5% | $142,382-72.7% |
| Participation rate | 83.3% | 78.2%+5.1pp | 72.1%+11.2pp | 80.1%+3.2pp |
| Annual return | 25.14% | 27.54%-2.4pp | 24.33%+0.8pp | 217.08%-191.9pp |
| Employer contribution / active EE | $3,986 | $4,117-3.2% | $3,400+17.3% | $4,299-7.3% |
| Participant deferral / active EE | $7,063 | $5,585+26.5% | $4,692+50.5% | $6,507+8.5% |
| Admin fee / account holder | $138 | $14,318-99.0% | $11,386-98.8% | $12,624-98.9% |