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 5-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 | $6,797 | $88,751-92.3% | $81,812-91.7% | $145,922-95.3% |
| Participation rate | 77.3% | 75.0%+2.2pp | 72.3%+4.9pp | 80.3%-3.0pp |
| Annual return | 10.02% | 1025.40%-1015.4pp | 773.79%-763.8pp | 561.29%-551.3pp |
| Employer contribution / active EE | $517 | $3,083-83.2% | $2,912-82.2% | $4,660-88.9% |
| Participant deferral / active EE | $1,273 | $4,643-72.6% | $4,319-70.5% | $6,688-81.0% |
| Admin fee / account holder | $290 | $8,415-96.6% | $7,386-96.1% | $13,397-97.8% |