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 | $61,455 | $90,503-32.1% | $78,689-21.9% | $273,961-77.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.35% | 75.60%-71.3pp | 62.18%-57.8pp | 41.45%-37.1pp |
| Employer contribution / active EE | $2,170 | $3,176-31.7% | $2,851-23.9% | $4,869-55.4% |
| Participant deferral / active EE | $9,930 | $3,901+154.5% | $3,517+182.3% | $5,287+87.8% |
| Admin fee / account holder | $212 | $5,263-96.0% | $4,510-95.3% | $10,132-97.9% |