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 | $29,867 | $183,519-83.7% | $155,509-80.8% | $145,922-79.5% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 13.18% | 61.17%-48.0pp | 64.67%-51.5pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,531 | $5,313-71.2% | $4,672-67.2% | $4,660-67.1% |
| Participant deferral / active EE | $2,579 | $6,462-60.1% | $5,626-54.2% | $6,688-61.4% |
| Admin fee / account holder | $282 | $19,313-98.5% | $15,912-98.2% | $13,397-97.9% |