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 | $33,360 | $159,602-79.1% | $150,045-77.8% | $142,382-76.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 27.93% | 70.24%-42.3pp | 62.55%-34.6pp | 217.08%-189.1pp |
| Employer contribution / active EE | $12,683 | $4,961+155.7% | $4,693+170.2% | $4,299+195.0% |
| Participant deferral / active EE | $9,821 | $8,310+18.2% | $7,997+22.8% | $6,507+50.9% |
| Admin fee / account holder | $77 | $14,846-99.5% | $13,435-99.4% | $12,624-99.4% |