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 | $24,433 | $61,660-60.4% | $80,019-69.5% | $64,186-61.9% |
| Participation rate | 97.1% | 71.7%+25.4pp | 75.8%+21.2pp | 69.6%+27.5pp |
| Annual return | 4.27% | -0.33%+4.6pp | 11.22%-6.9pp | 7.63%-3.4pp |
| Employer contribution / active EE | $1,126 | $1,810-37.8% | $2,468-54.4% | $2,381-52.7% |
| Participant deferral / active EE | $3,157 | $2,968+6.4% | $3,686-14.3% | $3,470-9.0% |
| Admin fee / account holder | $17 | $5,417-99.7% | $6,521-99.7% | $4,888-99.7% |