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 | $36,199 | $88,707-59.2% | $74,183-51.2% | $273,961-86.8% |
| Participation rate | 78.6% | 79.4%-0.9pp | 76.6%+2.0pp | 83.0%-4.4pp |
| Annual return | 8.27% | 11.94%-3.7pp | 17.74%-9.5pp | 41.45%-33.2pp |
| Employer contribution / active EE | $1,984 | $3,159-37.2% | $2,370-16.3% | $4,869-59.2% |
| Participant deferral / active EE | $3,227 | $4,212-23.4% | $3,550-9.1% | $5,287-39.0% |
| Admin fee / account holder | $121 | $8,717-98.6% | $5,586-97.8% | $10,132-98.8% |