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 | $21,714 | $99,341-78.1% | $84,750-74.4% | $273,961-92.1% |
| Participation rate | 71.4% | 80.7%-9.3pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 32.09% | 22.93%+9.2pp | 22.78%+9.3pp | 41.45%-9.4pp |
| Employer contribution / active EE | $1,267 | $4,214-69.9% | $3,574-64.6% | $4,869-74.0% |
| Participant deferral / active EE | $3,078 | $4,269-27.9% | $3,712-17.1% | $5,287-41.8% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |