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 | $29,855 | $110,261-72.9% | $95,745-68.8% | $139,434-78.6% |
| Participation rate | 93.3% | 75.8%+17.6pp | 72.3%+21.1pp | 80.3%+13.0pp |
| Annual return | 16.50% | 27.11%-10.6pp | 28.35%-11.9pp | 372.94%-356.4pp |
| Employer contribution / active EE | $3,268 | $3,257+0.3% | $2,835+15.3% | $4,751-31.2% |
| Participant deferral / active EE | $5,659 | $4,676+21.0% | $4,245+33.3% | $6,710-15.7% |
| Admin fee / account holder | $27 | $6,613-99.6% | $5,678-99.5% | $11,403-99.8% |