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 | $28,352 | $88,707-68.0% | $74,183-61.8% | $273,961-89.7% |
| Participation rate | 70.8% | 79.4%-8.6pp | 76.6%-5.8pp | 83.0%-12.2pp |
| Annual return | 9.03% | 11.94%-2.9pp | 17.74%-8.7pp | 41.45%-32.4pp |
| Employer contribution / active EE | $1,424 | $3,159-54.9% | $2,370-39.9% | $4,869-70.8% |
| Participant deferral / active EE | $3,267 | $4,212-22.4% | $3,550-8.0% | $5,287-38.2% |
| Admin fee / account holder | $16 | $8,717-99.8% | $5,586-99.7% | $10,132-99.8% |