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 | $29,896 | $55,453-46.1% | $170,442-82.5% | $62,292-52.0% |
| Participation rate | 76.6% | 66.4%+10.3pp | 83.6%-7.0pp | 69.5%+7.1pp |
| Annual return | 15.72% | 21.38%-5.7pp | 205.93%-190.2pp | 28.90%-13.2pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,258 | $2,303-45.4% | $4,939-74.5% | $3,169-60.3% |
| Admin fee / account holder | $1 | $455-99.8% | $13,880-100.0% | $479-99.8% |