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 | $91,616 | $99,341-7.8% | $84,750+8.1% | $273,961-66.6% |
| Participation rate | 77.3% | 80.7%-3.4pp | 76.6%+0.7pp | 83.0%-5.7pp |
| Annual return | 9.90% | 22.93%-13.0pp | 22.78%-12.9pp | 41.45%-31.6pp |
| Employer contribution / active EE | $1,110 | $4,214-73.7% | $3,574-69.0% | $4,869-77.2% |
| Participant deferral / active EE | $3,303 | $4,269-22.6% | $3,712-11.0% | $5,287-37.5% |
| Admin fee / account holder | -$25 | $6,644-100.4% | $5,332-100.5% | $10,132-100.2% |