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 | $18,555 | $58,208-68.1% | $81,812-77.3% | $80,856-77.1% |
| Participation rate | 76.3% | 63.4%+12.9pp | 72.3%+4.0pp | 67.6%+8.7pp |
| Annual return | 19.00% | 41.66%-22.7pp | 773.79%-754.8pp | 35.59%-16.6pp |
| Employer contribution / active EE | $440 | $2,340-81.2% | $2,912-84.9% | $2,755-84.0% |
| Participant deferral / active EE | $2,975 | $3,281-9.3% | $4,319-31.1% | $4,296-30.7% |
| Admin fee / account holder | $116 | $4,981-97.7% | $7,386-98.4% | $6,918-98.3% |