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 | $62,937 | $176,662-64.4% | $130,648-51.8% | $152,861-58.8% |
| Participation rate | 87.5% | 79.0%+8.5pp | 71.7%+15.8pp | 82.4%+5.1pp |
| Annual return | 19.51% | 2692.24%-2672.7pp | 1708.96%-1689.4pp | 345.32%-325.8pp |
| Employer contribution / active EE | $2,343 | $5,742-59.2% | $4,092-42.7% | $4,762-50.8% |
| Participant deferral / active EE | $4,307 | $4,361-1.3% | $3,603+19.5% | $5,850-26.4% |
| Admin fee / account holder | $234 | $7,133-96.7% | $5,464-95.7% | $11,596-98.0% |