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 | $104,140 | $127,777-18.5% | $106,548-2.3% | $167,490-37.8% |
| Participation rate | 85.7% | 78.3%+7.4pp | 76.1%+9.6pp | 82.1%+3.6pp |
| Annual return | 11.06% | 33.87%-22.8pp | 26.80%-15.7pp | 478.56%-467.5pp |
| Employer contribution / active EE | $1,278 | $3,427-62.7% | $2,819-54.7% | $4,837-73.6% |
| Participant deferral / active EE | $4,082 | $5,087-19.8% | $4,398-7.2% | $6,341-35.6% |
| Admin fee / account holder | $50 | $11,228-99.6% | $7,407-99.3% | $12,309-99.6% |