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 9-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 | $29,167 | $74,888-61.1% | $71,209-59.0% | $142,382-79.5% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 15.16% | 345.14%-330.0pp | 282.51%-267.4pp | 217.08%-201.9pp |
| Employer contribution / active EE | $963 | $2,854-66.3% | $2,721-64.6% | $4,299-77.6% |
| Participant deferral / active EE | $2,635 | $4,454-40.8% | $4,175-36.9% | $6,507-59.5% |
| Admin fee / account holder | $143 | $5,568-97.4% | $5,349-97.3% | $12,624-98.9% |