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 | $84,237 | $162,781-48.3% | $133,956-37.1% | $158,922-47.0% |
| Participation rate | 90.9% | 83.2%+7.7pp | 79.8%+11.1pp | 82.0%+9.0pp |
| Annual return | 10.97% | 41.94%-31.0pp | 45.09%-34.1pp | 302.83%-291.9pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,007 | $5,911-49.1% | $5,048-40.4% | $5,982-49.7% |
| Admin fee / account holder | $47 | $11,736-99.6% | $8,927-99.5% | $11,246-99.6% |