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 | $40,423 | $179,726-77.5% | $156,263-74.1% | $142,382-71.6% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.9%-7.5pp | 80.1%-8.7pp |
| Annual return | 22.32% | 77.86%-55.5pp | 59.47%-37.2pp | 217.08%-194.8pp |
| Employer contribution / active EE | $3,040 | $5,069-40.0% | $4,333-29.9% | $4,299-29.3% |
| Participant deferral / active EE | $3,680 | $6,956-47.1% | $6,158-40.2% | $6,507-43.4% |
| Admin fee / account holder | $6 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |