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 | $55,796 | $105,931-47.3% | $81,930-31.9% | $158,922-64.9% |
| Participation rate | 85.7% | 75.6%+10.1pp | 72.0%+13.7pp | 82.0%+3.8pp |
| Annual return | 13.36% | 38.17%-24.8pp | 29.49%-16.1pp | 302.83%-289.5pp |
| Employer contribution / active EE | $1,166 | $7,800-85.1% | $4,310-72.9% | $4,761-75.5% |
| Participant deferral / active EE | $3,993 | $13,003-69.3% | $7,107-43.8% | $5,982-33.2% |
| Admin fee / account holder | $23 | $8,489-99.7% | $5,158-99.5% | $11,246-99.8% |