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 | $88,870 | $107,334-17.2% | $92,893-4.3% | $152,861-41.9% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.4%+3.3pp |
| Annual return | 18.75% | 145.58%-126.8pp | 109.41%-90.7pp | 345.32%-326.6pp |
| Employer contribution / active EE | $1,037 | $4,221-75.4% | $3,653-71.6% | $4,762-78.2% |
| Participant deferral / active EE | $4,422 | $4,845-8.7% | $4,236+4.4% | $5,850-24.4% |
| Admin fee / account holder | $255 | $7,079-96.4% | $5,794-95.6% | $11,596-97.8% |