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 | $47,775 | $76,552-37.6% | $123,892-61.4% | $62,891-24.0% |
| Participation rate | 84.4% | 73.0%+11.4pp | 81.4%+3.0pp | 69.3%+15.1pp |
| Annual return | 15.09% | 18.68%-3.6pp | 47.52%-32.4pp | 20.14%-5.1pp |
| Employer contribution / active EE | $886 | $2,883-69.3% | $4,617-80.8% | $2,281-61.2% |
| Participant deferral / active EE | $4,580 | $4,840-5.4% | $5,984-23.5% | $3,203+43.0% |
| Admin fee / account holder | $285 | $4,826-94.1% | $8,357-96.6% | $4,296-93.4% |