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 | $45,118 | $81,460-44.6% | $103,333-56.3% | $80,856-44.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 13.79% | 25.55%-11.8pp | 24.88%-11.1pp | 35.59%-21.8pp |
| Employer contribution / active EE | $5,212 | $3,105+67.8% | $3,868+34.7% | $2,755+89.2% |
| Participant deferral / active EE | $5,587 | $3,869+44.4% | $5,057+10.5% | $4,296+30.1% |
| Admin fee / account holder | $155 | $6,566-97.6% | $8,355-98.1% | $6,918-97.8% |