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 | $62,910 | $177,572-64.6% | $154,803-59.4% | $142,382-55.8% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 21.33% | 65.07%-43.7pp | 58.88%-37.6pp | 217.08%-195.7pp |
| Employer contribution / active EE | $5,298 | $4,810+10.1% | $4,305+23.0% | $4,299+23.2% |
| Participant deferral / active EE | $5,809 | $6,272-7.4% | $5,540+4.8% | $6,507-10.7% |
| Admin fee / account holder | $20 | $16,786-99.9% | $14,329-99.9% | $12,624-99.8% |