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 | $49,028 | $152,587-67.9% | $125,175-60.8% | $152,861-67.9% |
| Participation rate | 88.9% | 83.3%+5.6pp | 79.8%+9.1pp | 82.4%+6.4pp |
| Annual return | 44.64% | 54.84%-10.2pp | 43.79%+0.9pp | 345.32%-300.7pp |
| Employer contribution / active EE | $1,750 | $4,946-64.6% | $3,865-54.7% | $4,762-63.3% |
| Participant deferral / active EE | $5,917 | $5,868+0.8% | $4,937+19.9% | $5,850+1.1% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |