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 | $62,371 | $169,032-63.1% | $129,207-51.7% | $145,922-57.3% |
| Participation rate | 70.6% | 76.4%-5.9pp | 69.6%+1.0pp | 80.3%-9.7pp |
| Annual return | 12.88% | 14330.11%-14317.2pp | 9417.33%-9404.4pp | 561.29%-548.4pp |
| Employer contribution / active EE | $2,092 | $5,537-62.2% | $4,153-49.6% | $4,660-55.1% |
| Participant deferral / active EE | $5,404 | $4,987+8.4% | $4,168+29.7% | $6,688-19.2% |
| Admin fee / account holder | $87 | $9,954-99.1% | $7,715-98.9% | $13,397-99.4% |