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 | $34,859 | $102,966-66.1% | $90,281-61.4% | $152,861-77.2% |
| Participation rate | 77.8% | 75.9%+1.9pp | 73.3%+4.5pp | 82.4%-4.7pp |
| Annual return | 29.04% | 95.16%-66.1pp | 78.10%-49.1pp | 345.32%-316.3pp |
| Employer contribution / active EE | $1,471 | $3,139-53.1% | $2,854-48.5% | $4,762-69.1% |
| Participant deferral / active EE | $3,856 | $4,281-9.9% | $3,885-0.8% | $5,850-34.1% |
| Admin fee / account holder | $20 | $6,171-99.7% | $5,351-99.6% | $11,596-99.8% |