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 | $47,024 | $127,777-63.2% | $106,548-55.9% | $167,490-71.9% |
| Participation rate | 94.1% | 78.3%+15.8pp | 76.1%+18.0pp | 82.1%+12.0pp |
| Annual return | 10.21% | 33.87%-23.7pp | 26.80%-16.6pp | 478.56%-468.3pp |
| Employer contribution / active EE | $832 | $3,427-75.7% | $2,819-70.5% | $4,837-82.8% |
| Participant deferral / active EE | $0 | $5,087-100.0% | $4,398-100.0% | $6,341-100.0% |
| Admin fee / account holder | $0 | $11,228-100.0% | $7,407-100.0% | $12,309-100.0% |