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 4-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 | $45,165 | $127,065-64.5% | $113,168-60.1% | $142,382-68.3% |
| Participation rate | 87.0% | 79.2%+7.8pp | 76.6%+10.4pp | 80.1%+6.8pp |
| Annual return | 18.00% | 24.03%-6.0pp | 24.27%-6.3pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,370 | $3,442-60.2% | $2,975-53.9% | $4,299-68.1% |
| Participant deferral / active EE | $4,824 | $5,716-15.6% | $5,107-5.5% | $6,507-25.9% |
| Admin fee / account holder | $195 | $15,736-98.8% | $12,068-98.4% | $12,624-98.5% |