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 | $46,748 | $149,734-68.8% | $118,925-60.7% | $158,922-70.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 14.12% | 19.95%-5.8pp | 35.88%-21.8pp | 302.83%-288.7pp |
| Employer contribution / active EE | $1,047 | $4,115-74.6% | $3,263-67.9% | $4,761-78.0% |
| Participant deferral / active EE | $1,416 | $5,223-72.9% | $4,265-66.8% | $5,982-76.3% |
| Admin fee / account holder | $235 | $8,603-97.3% | $6,581-96.4% | $11,246-97.9% |