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 | $21,754 | $93,071-76.6% | $74,583-70.8% | $273,961-92.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.82% | 26.18%-18.4pp | 20.47%-12.6pp | 41.45%-33.6pp |
| Employer contribution / active EE | $1,769 | $3,160-44.0% | $2,525-29.9% | $4,869-63.7% |
| Participant deferral / active EE | $4,299 | $4,160+3.3% | $3,458+24.3% | $5,287-18.7% |
| Admin fee / account holder | $27 | $5,272-99.5% | $4,138-99.4% | $10,132-99.7% |