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 | $33,735 | $177,572-81.0% | $154,803-78.2% | $142,382-76.3% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 24.00% | 65.07%-41.1pp | 58.88%-34.9pp | 217.08%-193.1pp |
| Employer contribution / active EE | $2,429 | $4,810-49.5% | $4,305-43.6% | $4,299-43.5% |
| Participant deferral / active EE | $4,465 | $6,272-28.8% | $5,540-19.4% | $6,507-31.4% |
| Admin fee / account holder | $293 | $16,786-98.3% | $14,329-98.0% | $12,624-97.7% |