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 7-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 | $71,439 | $112,881-36.7% | $90,951-21.5% | $158,922-55.0% |
| Participation rate | 92.3% | 74.7%+17.6pp | 69.0%+23.3pp | 82.0%+10.3pp |
| Annual return | 17.17% | 215.79%-198.6pp | 134.60%-117.4pp | 302.83%-285.7pp |
| Employer contribution / active EE | $2,628 | $2,893-9.1% | $2,122+23.9% | $4,761-44.8% |
| Participant deferral / active EE | $6,559 | $4,128+58.9% | $3,373+94.4% | $5,982+9.6% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |