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 7-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 | $36,248 | $91,190-60.3% | $178,490-79.7% | $79,858-54.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 20.52% | 24.19%-3.7pp | 151.07%-130.5pp | 31.71%-11.2pp |
| Employer contribution / active EE | $1,336 | $3,256-59.0% | $5,011-73.3% | $2,471-45.9% |
| Participant deferral / active EE | $3,137 | $3,236-3.1% | $5,202-39.7% | $3,740-16.1% |
| Admin fee / account holder | $201 | $6,751-97.0% | $13,984-98.6% | $5,306-96.2% |