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 | $21,348 | $104,907-79.7% | $84,611-74.8% | $152,861-86.0% |
| Participation rate | 85.7% | 74.8%+10.9pp | 68.2%+17.5pp | 82.4%+3.3pp |
| Annual return | 25.47% | 373.79%-348.3pp | 258.74%-233.3pp | 345.32%-319.8pp |
| Employer contribution / active EE | $877 | $3,302-73.4% | $2,652-66.9% | $4,762-81.6% |
| Participant deferral / active EE | $3,253 | $4,688-30.6% | $3,899-16.6% | $5,850-44.4% |
| Admin fee / account holder | $162 | $6,241-97.4% | $4,912-96.7% | $11,596-98.6% |