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 | $16,513 | $99,877-83.5% | $84,966-80.6% | $145,922-88.7% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | 11.80% | 83.76%-72.0pp | 66.38%-54.6pp | 561.29%-549.5pp |
| Employer contribution / active EE | $424 | $3,231-86.9% | $2,727-84.4% | $4,660-90.9% |
| Participant deferral / active EE | $1,701 | $5,291-67.8% | $4,519-62.4% | $6,688-74.6% |
| Admin fee / account holder | $164 | $7,248-97.7% | $6,149-97.3% | $13,397-98.8% |