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 | $55,937 | $117,983-52.6% | $101,794-45.0% | $142,382-60.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 11.48% | 36.92%-25.4pp | 30.53%-19.0pp | 217.08%-205.6pp |
| Employer contribution / active EE | $521 | $2,773-81.2% | $2,289-77.2% | $4,299-87.9% |
| Participant deferral / active EE | $4,024 | $4,714-14.6% | $4,084-1.5% | $6,507-38.2% |
| Admin fee / account holder | $233 | $10,433-97.8% | $8,777-97.3% | $12,624-98.2% |