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 3-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 | $30,593 | $114,381-73.3% | $107,525-71.5% | $142,382-78.5% |
| Participation rate | 94.1% | 78.1%+16.0pp | 75.1%+19.0pp | 80.1%+14.0pp |
| Annual return | 19.48% | 242.71%-223.2pp | 181.32%-161.8pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,996 | $4,015-50.3% | $3,754-46.8% | $4,299-53.6% |
| Participant deferral / active EE | $6,149 | $5,564+10.5% | $5,116+20.2% | $6,507-5.5% |
| Admin fee / account holder | $50 | $9,860-99.5% | $8,919-99.4% | $12,624-99.6% |