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 8-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 | $27,859 | $112,881-75.3% | $90,951-69.4% | $158,922-82.5% |
| Participation rate | 77.8% | 74.7%+3.0pp | 69.0%+8.8pp | 82.0%-4.2pp |
| Annual return | 23.71% | 215.79%-192.1pp | 134.60%-110.9pp | 302.83%-279.1pp |
| Employer contribution / active EE | $2,354 | $2,893-18.6% | $2,122+10.9% | $4,761-50.6% |
| Participant deferral / active EE | $4,333 | $4,128+5.0% | $3,373+28.5% | $5,982-27.6% |
| Admin fee / account holder | $171 | $8,041-97.9% | $5,959-97.1% | $11,246-98.5% |