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 | $39,551 | $117,841-66.4% | $102,423-61.4% | $145,922-72.9% |
| Participation rate | 76.5% | 78.6%-2.1pp | 76.5%0pp | 80.3%-3.8pp |
| Annual return | 10.59% | 31.65%-21.1pp | 29.32%-18.7pp | 561.29%-550.7pp |
| Employer contribution / active EE | $1,228 | $3,615-66.0% | $3,023-59.4% | $4,660-73.6% |
| Participant deferral / active EE | $3,036 | $5,731-47.0% | $5,053-39.9% | $6,688-54.6% |
| Admin fee / account holder | $84 | $13,326-99.4% | $9,451-99.1% | $13,397-99.4% |