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 | $57,268 | $165,912-65.5% | $122,332-53.2% | $147,584-61.2% |
| Participation rate | 80.0% | 79.6%+0.4pp | 71.6%+8.4pp | 82.8%-2.8pp |
| Annual return | 8.15% | 34.55%-26.4pp | 30.27%-22.1pp | 578.55%-570.4pp |
| Employer contribution / active EE | $2,993 | $5,754-48.0% | $4,050-26.1% | $4,876-38.6% |
| Participant deferral / active EE | $5,282 | $4,005+31.9% | $3,287+60.7% | $5,439-2.9% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |