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 8-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 | $39,117 | $81,248-51.9% | $155,509-74.8% | $80,856-51.6% |
| Participation rate | 80.8% | 66.2%+14.5pp | 78.2%+2.6pp | 67.6%+13.1pp |
| Annual return | 17.10% | 33.31%-16.2pp | 64.67%-47.6pp | 35.59%-18.5pp |
| Employer contribution / active EE | $1,116 | $3,100-64.0% | $4,672-76.1% | $2,755-59.5% |
| Participant deferral / active EE | $2,993 | $3,452-13.3% | $5,626-46.8% | $4,296-30.3% |
| Admin fee / account holder | $219 | $7,997-97.3% | $15,912-98.6% | $6,918-96.8% |