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 | $32,356 | $177,572-81.8% | $154,803-79.1% | $142,382-77.3% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 25.69% | 65.07%-39.4pp | 58.88%-33.2pp | 217.08%-191.4pp |
| Employer contribution / active EE | $1,762 | $4,810-63.4% | $4,305-59.1% | $4,299-59.0% |
| Participant deferral / active EE | $7,399 | $6,272+18.0% | $5,540+33.5% | $6,507+13.7% |
| Admin fee / account holder | $289 | $16,786-98.3% | $14,329-98.0% | $12,624-97.7% |