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 6-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 | $37,152 | $117,983-68.5% | $101,794-63.5% | $142,382-73.9% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.2%+19.7pp | 80.1%+8.8pp |
| Annual return | 12.18% | 36.92%-24.7pp | 30.53%-18.3pp | 217.08%-204.9pp |
| Employer contribution / active EE | $1,327 | $2,773-52.1% | $2,289-42.0% | $4,299-69.1% |
| Participant deferral / active EE | $1,876 | $4,714-60.2% | $4,084-54.1% | $6,507-71.2% |
| Admin fee / account holder | $218 | $10,433-97.9% | $8,777-97.5% | $12,624-98.3% |