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 | $38,244 | $183,519-79.2% | $155,509-75.4% | $145,922-73.8% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 14.99% | 61.17%-46.2pp | 64.67%-49.7pp | 561.29%-546.3pp |
| Employer contribution / active EE | $3,677 | $5,313-30.8% | $4,672-21.3% | $4,660-21.1% |
| Participant deferral / active EE | $1,958 | $6,462-69.7% | $5,626-65.2% | $6,688-70.7% |
| Admin fee / account holder | $39 | $19,313-99.8% | $15,912-99.8% | $13,397-99.7% |