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 10-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 | $24,355 | $165,335-85.3% | $149,696-83.7% | $158,922-84.7% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 24.29% | 348.15%-323.9pp | 276.60%-252.3pp | 302.83%-278.5pp |
| Employer contribution / active EE | $3,204 | $5,103-37.2% | $4,644-31.0% | $4,761-32.7% |
| Participant deferral / active EE | $4,929 | $7,181-31.4% | $6,842-28.0% | $5,982-17.6% |
| Admin fee / account holder | $3 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |