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 | $37,312 | $105,859-64.8% | $90,160-58.6% | $147,584-74.7% |
| Participation rate | 93.8% | 79.7%+14.0pp | 76.9%+16.9pp | 82.8%+10.9pp |
| Annual return | 15.14% | 37.63%-22.5pp | 34.88%-19.7pp | 578.55%-563.4pp |
| Employer contribution / active EE | $3,227 | $4,126-21.8% | $3,318-2.7% | $4,876-33.8% |
| Participant deferral / active EE | $6,357 | $5,733+10.9% | $5,288+20.2% | $5,439+16.9% |
| Admin fee / account holder | $211 | $8,046-97.4% | $5,943-96.4% | $10,885-98.1% |