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 | $48,132 | $118,680-59.4% | $98,907-51.3% | $158,922-69.7% |
| Participation rate | 83.3% | 77.8%+5.5pp | 76.0%+7.3pp | 82.0%+1.4pp |
| Annual return | 17.16% | 372.35%-355.2pp | 196.43%-179.3pp | 302.83%-285.7pp |
| Employer contribution / active EE | $3,267 | $3,333-2.0% | $2,689+21.5% | $4,761-31.4% |
| Participant deferral / active EE | $4,543 | $5,088-10.7% | $4,244+7.0% | $5,982-24.1% |
| Admin fee / account holder | $112 | $10,131-98.9% | $6,642-98.3% | $11,246-99.0% |