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 4-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 | $40,538 | $159,602-74.6% | $150,045-73.0% | $142,382-71.5% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.3%-3.8pp | 80.1%-1.5pp |
| Annual return | 22.25% | 70.24%-48.0pp | 62.55%-40.3pp | 217.08%-194.8pp |
| Employer contribution / active EE | $2,326 | $4,961-53.1% | $4,693-50.4% | $4,299-45.9% |
| Participant deferral / active EE | $4,912 | $8,310-40.9% | $7,997-38.6% | $6,507-24.5% |
| Admin fee / account holder | $47 | $14,846-99.7% | $13,435-99.6% | $12,624-99.6% |