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 | $39,113 | $157,256-75.1% | $141,162-72.3% | $152,861-74.4% |
| Participation rate | 93.3% | 84.8%+8.5pp | 82.5%+10.9pp | 82.4%+10.9pp |
| Annual return | 21.64% | 64.32%-42.7pp | 71.39%-49.8pp | 345.32%-323.7pp |
| Employer contribution / active EE | $1,292 | $5,261-75.4% | $4,735-72.7% | $4,762-72.9% |
| Participant deferral / active EE | $2,709 | $7,109-61.9% | $6,709-59.6% | $5,850-53.7% |
| Admin fee / account holder | $174 | $12,120-98.6% | $10,261-98.3% | $11,596-98.5% |