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 | $58,598 | $95,803-38.8% | $113,168-48.2% | $84,808-30.9% |
| Participation rate | 81.0% | 72.9%+8.1pp | 76.6%+4.4pp | 68.3%+12.6pp |
| Annual return | 19.91% | 25.00%-5.1pp | 24.27%-4.4pp | 40.90%-21.0pp |
| Employer contribution / active EE | $2,215 | $2,360-6.1% | $2,975-25.5% | $2,631-15.8% |
| Participant deferral / active EE | $4,080 | $4,242-3.8% | $5,107-20.1% | $4,212-3.1% |
| Admin fee / account holder | $86 | $8,989-99.0% | $12,068-99.3% | $7,344-98.8% |