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 10-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 | $60,739 | $117,381-48.3% | $99,443-38.9% | $152,861-60.3% |
| Participation rate | 87.0% | 77.5%+9.4pp | 73.8%+13.1pp | 82.4%+4.5pp |
| Annual return | 32.28% | 31.87%+0.4pp | 30.72%+1.6pp | 345.32%-313.0pp |
| Employer contribution / active EE | $1,186 | $3,013-60.6% | $2,540-53.3% | $4,762-75.1% |
| Participant deferral / active EE | $3,336 | $4,086-18.4% | $3,619-7.8% | $5,850-43.0% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |