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 | $46,574 | $176,056-73.5% | $159,436-70.8% | $167,490-72.2% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 20.46% | 331.75%-311.3pp | 263.57%-243.1pp | 478.56%-458.1pp |
| Employer contribution / active EE | $1,400 | $5,297-73.6% | $4,829-71.0% | $4,837-71.1% |
| Participant deferral / active EE | $6,083 | $7,750-21.5% | $7,352-17.3% | $6,341-4.1% |
| Admin fee / account holder | $231 | $12,554-98.2% | $10,799-97.9% | $12,309-98.1% |