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 | $37,763 | $192,717-80.4% | $142,449-73.5% | $139,434-72.9% |
| Participation rate | 81.8% | 81.5%+0.3pp | 76.8%+5.0pp | 80.3%+1.5pp |
| Annual return | 13.59% | 17.99%-4.4pp | 19.99%-6.4pp | 372.94%-359.4pp |
| Employer contribution / active EE | $2,484 | $5,806-57.2% | $4,847-48.8% | $4,751-47.7% |
| Participant deferral / active EE | $3,432 | $7,208-52.4% | $6,283-45.4% | $6,710-48.9% |
| Admin fee / account holder | $278 | $15,124-98.2% | $10,011-97.2% | $11,403-97.6% |