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 | $39,341 | $115,770-66.0% | $101,248-61.1% | $158,922-75.2% |
| Participation rate | 92.3% | 79.4%+12.9pp | 75.8%+16.5pp | 82.0%+10.3pp |
| Annual return | 12.14% | 56.14%-44.0pp | 46.47%-34.3pp | 302.83%-290.7pp |
| Employer contribution / active EE | $4,968 | $4,175+19.0% | $3,660+35.7% | $4,761+4.3% |
| Participant deferral / active EE | $5,326 | $4,957+7.4% | $4,370+21.9% | $5,982-11.0% |
| Admin fee / account holder | $78 | $7,245-98.9% | $5,945-98.7% | $11,246-99.3% |