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 | $33,177 | $99,020-66.5% | $86,590-61.7% | $147,584-77.5% |
| Participation rate | 81.8% | 76.3%+5.5pp | 73.5%+8.3pp | 82.8%-1.0pp |
| Annual return | 13.95% | 1312.34%-1298.4pp | 964.84%-950.9pp | 578.55%-564.6pp |
| Employer contribution / active EE | $3,115 | $3,132-0.6% | $2,839+9.7% | $4,876-36.1% |
| Participant deferral / active EE | $6,717 | $3,972+69.1% | $3,609+86.1% | $5,439+23.5% |
| Admin fee / account holder | $255 | $5,710-95.5% | $4,906-94.8% | $10,885-97.7% |