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 7-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 | $45,415 | $115,770-60.8% | $101,248-55.1% | $158,922-71.4% |
| Participation rate | 82.4% | 79.4%+3.0pp | 75.8%+6.5pp | 82.0%+0.4pp |
| Annual return | 24.89% | 56.14%-31.2pp | 46.47%-21.6pp | 302.83%-277.9pp |
| Employer contribution / active EE | $2,996 | $4,175-28.2% | $3,660-18.1% | $4,761-37.1% |
| Participant deferral / active EE | $8,291 | $4,957+67.3% | $4,370+89.7% | $5,982+38.6% |
| Admin fee / account holder | $6 | $7,245-99.9% | $5,945-99.9% | $11,246-99.9% |