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 | $34,368 | $51,576-33.4% | $129,207-73.4% | $80,856-57.5% |
| Participation rate | 75.6% | 57.0%+18.6pp | 69.6%+5.9pp | 67.6%+7.9pp |
| Annual return | 14.74% | 20.81%-6.1pp | 9417.33%-9402.6pp | 35.59%-20.9pp |
| Employer contribution / active EE | $1,997 | $1,584+26.1% | $4,153-51.9% | $2,755-27.5% |
| Participant deferral / active EE | $1,542 | $2,669-42.2% | $4,168-63.0% | $4,296-64.1% |
| Admin fee / account holder | $137 | $4,305-96.8% | $7,715-98.2% | $6,918-98.0% |