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 | $83,664 | $108,172-22.7% | $77,482+8.0% | $158,922-47.4% |
| Participation rate | 81.8% | 64.4%+17.4pp | 54.2%+27.6pp | 82.0%-0.1pp |
| Annual return | 13.71% | 31.67%-18.0pp | 54.79%-41.1pp | 302.83%-289.1pp |
| Employer contribution / active EE | $581 | $1,325-56.1% | $986-41.1% | $4,761-87.8% |
| Participant deferral / active EE | $1,163 | $2,456-52.6% | $1,861-37.5% | $5,982-80.6% |
| Admin fee / account holder | $239 | $3,708-93.6% | $2,858-91.6% | $11,246-97.9% |