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 | $29,810 | $99,020-69.9% | $86,590-65.6% | $147,584-79.8% |
| Participation rate | 77.8% | 76.3%+1.4pp | 73.5%+4.2pp | 82.8%-5.1pp |
| Annual return | 14.69% | 1312.34%-1297.6pp | 964.84%-950.2pp | 578.55%-563.9pp |
| Employer contribution / active EE | $416 | $3,132-86.7% | $2,839-85.3% | $4,876-91.5% |
| Participant deferral / active EE | $954 | $3,972-76.0% | $3,609-73.6% | $5,439-82.5% |
| Admin fee / account holder | $104 | $5,710-98.2% | $4,906-97.9% | $10,885-99.0% |