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 3-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 | $30,093 | $179,726-83.3% | $156,263-80.7% | $142,382-78.9% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 19.83% | 77.86%-58.0pp | 59.47%-39.6pp | 217.08%-197.2pp |
| Employer contribution / active EE | $2,358 | $5,069-53.5% | $4,333-45.6% | $4,299-45.1% |
| Participant deferral / active EE | $6,629 | $6,956-4.7% | $6,158+7.6% | $6,507+1.9% |
| Admin fee / account holder | $51 | $17,272-99.7% | $14,255-99.6% | $12,624-99.6% |