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 | $13,616 | $90,503-85.0% | $78,689-82.7% | $273,961-95.0% |
| Participation rate | 95.0% | 76.5%+18.5pp | 73.6%+21.4pp | 83.0%+12.0pp |
| Annual return | 5.51% | 75.60%-70.1pp | 62.18%-56.7pp | 41.45%-35.9pp |
| Employer contribution / active EE | $1,361 | $3,176-57.1% | $2,851-52.2% | $4,869-72.0% |
| Participant deferral / active EE | $4,550 | $3,901+16.6% | $3,517+29.4% | $5,287-13.9% |
| Admin fee / account holder | $255 | $5,263-95.2% | $4,510-94.3% | $10,132-97.5% |