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 8-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 | $44,555 | $127,065-64.9% | $113,168-60.6% | $142,382-68.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 17.24% | 24.03%-6.8pp | 24.27%-7.0pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,881 | $3,442-45.4% | $2,975-36.8% | $4,299-56.3% |
| Participant deferral / active EE | $3,971 | $5,716-30.5% | $5,107-22.2% | $6,507-39.0% |
| Admin fee / account holder | $170 | $15,736-98.9% | $12,068-98.6% | $12,624-98.7% |