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 | $31,775 | $159,901-80.1% | $146,958-78.4% | $145,922-78.2% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 1526.54% | 98.13%+1428.4pp | 418.34%+1108.2pp | 561.29%+965.3pp |
| Employer contribution / active EE | $1,612 | $5,286-69.5% | $4,933-67.3% | $4,660-65.4% |
| Participant deferral / active EE | $6,414 | $8,428-23.9% | $8,070-20.5% | $6,688-4.1% |
| Admin fee / account holder | $21 | $15,044-99.9% | $12,998-99.8% | $13,397-99.8% |