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 | $26,747 | $67,606-60.4% | $82,313-67.5% | $70,131-61.9% |
| Participation rate | 85.3% | 72.8%+12.5pp | 76.9%+8.4pp | 69.5%+15.8pp |
| Annual return | 18.43% | 21.57%-3.1pp | 25.88%-7.4pp | 73.14%-54.7pp |
| Employer contribution / active EE | $2,506 | $1,755+42.8% | $2,428+3.2% | $2,342+7.0% |
| Participant deferral / active EE | $4,136 | $2,987+38.5% | $3,706+11.6% | $3,332+24.1% |
| Admin fee / account holder | $181 | $4,512-96.0% | $5,608-96.8% | $4,645-96.1% |