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 | $37,221 | $60,349-38.3% | $74,183-49.8% | $62,891-40.8% |
| Participation rate | 93.3% | 72.7%+20.6pp | 76.6%+16.7pp | 69.3%+24.0pp |
| Annual return | 6.14% | 21.37%-15.2pp | 17.74%-11.6pp | 20.14%-14.0pp |
| Employer contribution / active EE | $705 | $1,680-58.1% | $2,370-70.3% | $2,281-69.1% |
| Participant deferral / active EE | $1,525 | $2,856-46.6% | $3,550-57.0% | $3,203-52.4% |
| Admin fee / account holder | $268 | $4,261-93.7% | $5,586-95.2% | $4,296-93.8% |