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 4-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 | $47,613 | $159,602-70.2% | $150,045-68.3% | $142,382-66.6% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 21.00% | 70.24%-49.2pp | 62.55%-41.5pp | 217.08%-196.1pp |
| Employer contribution / active EE | $2,816 | $4,961-43.2% | $4,693-40.0% | $4,299-34.5% |
| Participant deferral / active EE | $5,494 | $8,310-33.9% | $7,997-31.3% | $6,507-15.6% |
| Admin fee / account holder | $90 | $14,846-99.4% | $13,435-99.3% | $12,624-99.3% |