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 | $43,316 | $157,256-72.5% | $141,162-69.3% | $152,861-71.7% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 29.33% | 64.32%-35.0pp | 71.39%-42.1pp | 345.32%-316.0pp |
| Employer contribution / active EE | $4,082 | $5,261-22.4% | $4,735-13.8% | $4,762-14.3% |
| Participant deferral / active EE | $5,136 | $7,109-27.8% | $6,709-23.4% | $5,850-12.2% |
| Admin fee / account holder | $139 | $12,120-98.9% | $10,261-98.6% | $11,596-98.8% |