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 | $49,316 | $159,602-69.1% | $150,045-67.1% | $142,382-65.4% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 23.97% | 70.24%-46.3pp | 62.55%-38.6pp | 217.08%-193.1pp |
| Employer contribution / active EE | $6,766 | $4,961+36.4% | $4,693+44.2% | $4,299+57.4% |
| Participant deferral / active EE | $9,896 | $8,310+19.1% | $7,997+23.7% | $6,507+52.1% |
| Admin fee / account holder | $279 | $14,846-98.1% | $13,435-97.9% | $12,624-97.8% |