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 | $88,628 | $126,574-30.0% | $106,213-16.6% | $145,922-39.3% |
| Participation rate | 77.8% | 77.6%+0.1pp | 75.3%+2.5pp | 80.3%-2.5pp |
| Annual return | 13.51% | 224.79%-211.3pp | 116.14%-102.6pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,710 | $3,730-54.2% | $3,171-46.1% | $4,660-63.3% |
| Participant deferral / active EE | $4,432 | $5,724-22.6% | $5,016-11.6% | $6,688-33.7% |
| Admin fee / account holder | $141 | $17,304-99.2% | $11,033-98.7% | $13,397-98.9% |