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 | $76,239 | $176,812-56.9% | $146,665-48.0% | $167,490-54.5% |
| Participation rate | 73.9% | 83.6%-9.7pp | 80.1%-6.2pp | 82.1%-8.2pp |
| Annual return | 14.96% | 24.03%-9.1pp | 22.74%-7.8pp | 478.56%-463.6pp |
| Employer contribution / active EE | $1,487 | $5,160-71.2% | $4,136-64.1% | $4,837-69.3% |
| Participant deferral / active EE | $3,283 | $6,440-49.0% | $5,506-40.4% | $6,341-48.2% |
| Admin fee / account holder | $286 | $13,259-97.8% | $10,280-97.2% | $12,309-97.7% |