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 | $27,460 | $39,122-29.8% | $57,179-52.0% | $62,891-56.3% |
| Participation rate | 91.9% | 70.5%+21.4pp | 75.3%+16.5pp | 69.3%+22.6pp |
| Annual return | 0.00% | 9.23%-9.2pp | 14.59%-14.6pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,715 | $1,874-8.5% | $2,682-36.0% | $2,281-24.8% |
| Participant deferral / active EE | $4,037 | $2,374+70.0% | $3,096+30.4% | $3,203+26.0% |
| Admin fee / account holder | $7 | $2,592-99.7% | $3,139-99.8% | $4,296-99.8% |