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 | $47,503 | $70,606-32.7% | $53,898-11.9% | $142,382-66.6% |
| Participation rate | 81.8% | 63.7%+18.1pp | 55.0%+26.9pp | 80.1%+1.7pp |
| Annual return | 23.73% | 619.81%-596.1pp | 528.60%-504.9pp | 217.08%-193.3pp |
| Employer contribution / active EE | $3,302 | $1,202+174.6% | $932+254.2% | $4,299-23.2% |
| Participant deferral / active EE | $8,055 | $2,364+240.7% | $1,826+341.0% | $6,507+23.8% |
| Admin fee / account holder | $20 | $2,852-99.3% | $2,491-99.2% | $12,624-99.8% |