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 | $27,816 | $117,983-76.4% | $101,794-72.7% | $142,382-80.5% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.2%+18.3pp | 80.1%+7.4pp |
| Annual return | 11.41% | 36.92%-25.5pp | 30.53%-19.1pp | 217.08%-205.7pp |
| Employer contribution / active EE | $595 | $2,773-78.6% | $2,289-74.0% | $4,299-86.2% |
| Participant deferral / active EE | $2,378 | $4,714-49.5% | $4,084-41.8% | $6,507-63.5% |
| Admin fee / account holder | $38 | $10,433-99.6% | $8,777-99.6% | $12,624-99.7% |