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 | $17,528 | $40,256-56.5% | $57,343-69.4% | $59,632-70.6% |
| Participation rate | 96.2% | 69.2%+27.0pp | 75.1%+21.1pp | 68.7%+27.5pp |
| Annual return | 1.75% | 27.49%-25.7pp | 24.39%-22.6pp | 2041.28%-2039.5pp |
| Employer contribution / active EE | $588 | $1,922-69.4% | $2,689-78.1% | $2,203-73.3% |
| Participant deferral / active EE | $1,450 | $2,399-39.6% | $3,162-54.2% | $3,192-54.6% |
| Admin fee / account holder | $177 | $2,818-93.7% | $3,356-94.7% | $4,297-95.9% |