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 9-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 | $65,481 | $51,576+27.0% | $129,207-49.3% | $80,856-19.0% |
| Participation rate | 77.3% | 57.0%+20.3pp | 69.6%+7.7pp | 67.6%+9.6pp |
| Annual return | 16.03% | 20.81%-4.8pp | 9417.33%-9401.3pp | 35.59%-19.6pp |
| Employer contribution / active EE | $2,226 | $1,584+40.6% | $4,153-46.4% | $2,755-19.2% |
| Participant deferral / active EE | $4,438 | $2,669+66.3% | $4,168+6.5% | $4,296+3.3% |
| Admin fee / account holder | $264 | $4,305-93.9% | $7,715-96.6% | $6,918-96.2% |