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 6-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 | $51,362 | $177,572-71.1% | $154,803-66.8% | $142,382-63.9% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.1%+15.3pp | 80.1%+13.2pp |
| Annual return | 24.47% | 65.07%-40.6pp | 58.88%-34.4pp | 217.08%-192.6pp |
| Employer contribution / active EE | $4,861 | $4,810+1.0% | $4,305+12.9% | $4,299+13.1% |
| Participant deferral / active EE | $4,526 | $6,272-27.8% | $5,540-18.3% | $6,507-30.5% |
| Admin fee / account holder | $170 | $16,786-99.0% | $14,329-98.8% | $12,624-98.7% |