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 | $39,282 | $96,635-59.4% | $86,612-54.6% | $139,434-71.8% |
| Participation rate | 72.7% | 74.4%-1.7pp | 71.7%+1.0pp | 80.3%-7.6pp |
| Annual return | 21.50% | 106.41%-84.9pp | 591.07%-569.6pp | 372.94%-351.4pp |
| Employer contribution / active EE | $2,732 | $3,263-16.3% | $3,022-9.6% | $4,751-42.5% |
| Participant deferral / active EE | $7,287 | $4,836+50.7% | $4,438+64.2% | $6,710+8.6% |
| Admin fee / account holder | $20 | $6,408-99.7% | $5,614-99.6% | $11,403-99.8% |