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 | $23,526 | $157,256-85.0% | $141,162-83.3% | $152,861-84.6% |
| Participation rate | 76.5% | 84.8%-8.3pp | 82.5%-6.0pp | 82.4%-6.0pp |
| Annual return | 24.62% | 64.32%-39.7pp | 71.39%-46.8pp | 345.32%-320.7pp |
| Employer contribution / active EE | $1,734 | $5,261-67.0% | $4,735-63.4% | $4,762-63.6% |
| Participant deferral / active EE | $4,269 | $7,109-40.0% | $6,709-36.4% | $5,850-27.0% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |