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 8-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 | $46,801 | $102,604-54.4% | $86,188-45.7% | $139,434-66.4% |
| Participation rate | 94.1% | 74.5%+19.6pp | 69.0%+25.2pp | 80.3%+13.8pp |
| Annual return | 16.08% | 1922.51%-1906.4pp | 1168.45%-1152.4pp | 372.94%-356.9pp |
| Employer contribution / active EE | $1,383 | $3,032-54.4% | $2,380-41.9% | $4,751-70.9% |
| Participant deferral / active EE | $2,009 | $4,676-57.0% | $3,985-49.6% | $6,710-70.1% |
| Admin fee / account holder | $178 | $8,657-97.9% | $6,852-97.4% | $11,403-98.4% |