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 | $100,045 | $152,587-34.4% | $125,175-20.1% | $152,861-34.6% |
| Participation rate | 87.5% | 83.3%+4.2pp | 79.8%+7.7pp | 82.4%+5.1pp |
| Annual return | 26.17% | 54.84%-28.7pp | 43.79%-17.6pp | 345.32%-319.1pp |
| Employer contribution / active EE | $1,197 | $4,946-75.8% | $3,865-69.0% | $4,762-74.9% |
| Participant deferral / active EE | $3,809 | $5,868-35.1% | $4,937-22.8% | $5,850-34.9% |
| Admin fee / account holder | $245 | $13,434-98.2% | $9,702-97.5% | $11,596-97.9% |