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 | $64,680 | $93,071-30.5% | $74,583-13.3% | $273,961-76.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 6.48% | 26.18%-19.7pp | 20.47%-14.0pp | 41.45%-35.0pp |
| Employer contribution / active EE | $916 | $3,160-71.0% | $2,525-63.7% | $4,869-81.2% |
| Participant deferral / active EE | $9,015 | $4,160+116.7% | $3,458+160.7% | $5,287+70.5% |
| Admin fee / account holder | $224 | $5,272-95.8% | $4,138-94.6% | $10,132-97.8% |