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 6-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 | $43,864 | $99,877-56.1% | $84,966-48.4% | $145,922-69.9% |
| Participation rate | 72.7% | 74.1%-1.4pp | 67.5%+5.2pp | 80.3%-7.5pp |
| Annual return | 16.61% | 83.76%-67.2pp | 66.38%-49.8pp | 561.29%-544.7pp |
| Employer contribution / active EE | $3,491 | $3,231+8.0% | $2,727+28.0% | $4,660-25.1% |
| Participant deferral / active EE | $9,243 | $5,291+74.7% | $4,519+104.5% | $6,688+38.2% |
| Admin fee / account holder | $210 | $7,248-97.1% | $6,149-96.6% | $13,397-98.4% |