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 | $38,098 | $153,772-75.2% | $133,980-71.6% | $273,961-86.1% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | 3.54% | 36.51%-33.0pp | 29.30%-25.8pp | 41.45%-37.9pp |
| Employer contribution / active EE | $3,773 | $6,029-37.4% | $5,211-27.6% | $4,869-22.5% |
| Participant deferral / active EE | $5,759 | $6,958-17.2% | $6,282-8.3% | $5,287+8.9% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |