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 | $65,428 | $215,361-69.6% | $171,082-61.8% | $273,961-76.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 8.66% | 25.14%-16.5pp | 32.56%-23.9pp | 41.45%-32.8pp |
| Employer contribution / active EE | $809 | $4,967-83.7% | $4,002-79.8% | $4,869-83.4% |
| Participant deferral / active EE | $3,440 | $5,543-37.9% | $4,797-28.3% | $5,287-34.9% |
| Admin fee / account holder | $49 | $10,846-99.5% | $8,520-99.4% | $10,132-99.5% |