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 | $40,637 | $90,503-55.1% | $78,689-48.4% | $273,961-85.2% |
| Participation rate | 71.4% | 76.5%-5.1pp | 73.6%-2.1pp | 83.0%-11.6pp |
| Annual return | 5.82% | 75.60%-69.8pp | 62.18%-56.4pp | 41.45%-35.6pp |
| Employer contribution / active EE | $684 | $3,176-78.5% | $2,851-76.0% | $4,869-85.9% |
| Participant deferral / active EE | $3,695 | $3,901-5.3% | $3,517+5.1% | $5,287-30.1% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |