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 | $37,538 | $117,381-68.0% | $99,443-62.3% | $152,861-75.4% |
| Participation rate | 70.6% | 77.5%-7.0pp | 73.8%-3.2pp | 82.4%-11.9pp |
| Annual return | 23.56% | 31.87%-8.3pp | 30.72%-7.2pp | 345.32%-321.8pp |
| Employer contribution / active EE | $802 | $3,013-73.4% | $2,540-68.4% | $4,762-83.2% |
| Participant deferral / active EE | $3,313 | $4,086-18.9% | $3,619-8.4% | $5,850-43.4% |
| Admin fee / account holder | $192 | $7,631-97.5% | $6,250-96.9% | $11,596-98.3% |