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 | $38,247 | $96,484-60.4% | $75,886-49.6% | $152,861-75.0% |
| Participation rate | 76.9% | 76.2%+0.7pp | 69.3%+7.6pp | 82.4%-5.5pp |
| Annual return | 18.42% | 33.98%-15.6pp | 30.76%-12.3pp | 345.32%-326.9pp |
| Employer contribution / active EE | $2,969 | $3,309-10.3% | $2,500+18.7% | $4,762-37.7% |
| Participant deferral / active EE | $2,969 | $4,553-34.8% | $3,603-17.6% | $5,850-49.2% |
| Admin fee / account holder | $39 | $8,078-99.5% | $5,418-99.3% | $11,596-99.7% |