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 | $48,996 | $152,587-67.9% | $125,175-60.9% | $152,861-67.9% |
| Participation rate | 91.7% | 83.3%+8.3pp | 79.8%+11.9pp | 82.4%+9.2pp |
| Annual return | 24.30% | 54.84%-30.5pp | 43.79%-19.5pp | 345.32%-321.0pp |
| Employer contribution / active EE | $3,826 | $4,946-22.7% | $3,865-1.0% | $4,762-19.7% |
| Participant deferral / active EE | $4,786 | $5,868-18.4% | $4,937-3.1% | $5,850-18.2% |
| Admin fee / account holder | $48 | $13,434-99.6% | $9,702-99.5% | $11,596-99.6% |