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 | $27,565 | $90,503-69.5% | $78,689-65.0% | $273,961-89.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.47% | 75.60%-67.1pp | 62.18%-53.7pp | 41.45%-33.0pp |
| Employer contribution / active EE | $2,531 | $3,176-20.3% | $2,851-11.2% | $4,869-48.0% |
| Participant deferral / active EE | $4,155 | $3,901+6.5% | $3,517+18.2% | $5,287-21.4% |
| Admin fee / account holder | $204 | $5,263-96.1% | $4,510-95.5% | $10,132-98.0% |