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 | $102,712 | $118,849-13.6% | $96,562+6.4% | $167,490-38.7% |
| Participation rate | 70.0% | 75.5%-5.5pp | 69.8%+0.2pp | 82.1%-12.1pp |
| Annual return | 14.82% | 50.49%-35.7pp | 37.78%-23.0pp | 478.56%-463.7pp |
| Employer contribution / active EE | $0 | $3,120-100.0% | $2,356-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,255 | $4,616-51.2% | $3,849-41.4% | $6,341-64.4% |
| Admin fee / account holder | $102 | $8,065-98.7% | $6,181-98.3% | $12,309-99.2% |