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 | $53,235 | $127,065-58.1% | $113,168-53.0% | $142,382-62.6% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 17.79% | 24.03%-6.2pp | 24.27%-6.5pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,655 | $3,442-51.9% | $2,975-44.4% | $4,299-61.5% |
| Participant deferral / active EE | $3,545 | $5,716-38.0% | $5,107-30.6% | $6,507-45.5% |
| Admin fee / account holder | $38 | $15,736-99.8% | $12,068-99.7% | $12,624-99.7% |