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 | $39,786 | $98,750-59.7% | $149,696-73.4% | $79,858-50.2% |
| Participation rate | 84.1% | 75.8%+8.3pp | 82.5%+1.6pp | 69.6%+14.5pp |
| Annual return | 18.98% | 27.43%-8.4pp | 276.60%-257.6pp | 31.71%-12.7pp |
| Employer contribution / active EE | $1,251 | $3,216-61.1% | $4,644-73.1% | $2,471-49.4% |
| Participant deferral / active EE | $3,631 | $5,680-36.1% | $6,842-46.9% | $3,740-2.9% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,309-100.0% | $5,306-100.0% |