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 | $54,177 | $99,079-45.3% | $77,999-30.5% | $273,961-80.2% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.5%-0.5pp | 83.0%-8.0pp |
| Annual return | 6.66% | 217.93%-211.3pp | 425.96%-419.3pp | 41.45%-34.8pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,183 | $4,306-72.5% | $3,497-66.2% | $5,287-77.6% |
| Admin fee / account holder | $128 | $8,954-98.6% | $5,480-97.7% | $10,132-98.7% |