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 9-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 | $30,768 | $127,264-75.8% | $109,895-72.0% | $167,490-81.6% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.2%+18.1pp | 82.1%+10.2pp |
| Annual return | 17.21% | 22.97%-5.8pp | 29.45%-12.2pp | 478.56%-461.3pp |
| Employer contribution / active EE | $4,923 | $3,322+48.2% | $2,842+73.2% | $4,837+1.8% |
| Participant deferral / active EE | $3,630 | $4,514-19.6% | $4,048-10.3% | $6,341-42.8% |
| Admin fee / account holder | $0 | $7,114-100.0% | $6,066-100.0% | $12,309-100.0% |