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 | $10,511 | $100,852-89.6% | $90,404-88.4% | $158,922-93.4% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 13.36% | 1724.20%-1710.8pp | 1293.02%-1279.7pp | 302.83%-289.5pp |
| Employer contribution / active EE | $842 | $3,689-77.2% | $3,262-74.2% | $4,761-82.3% |
| Participant deferral / active EE | $1,666 | $4,348-61.7% | $3,963-58.0% | $5,982-72.2% |
| Admin fee / account holder | $110 | $6,501-98.3% | $5,611-98.0% | $11,246-99.0% |