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 | $39,574 | $90,600-56.3% | $79,464-50.2% | $135,375-70.8% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | 15.19% | 977.43%-962.2pp | 718.14%-702.9pp | 519.73%-504.5pp |
| Employer contribution / active EE | $2,755 | $3,068-10.2% | $2,800-1.6% | $4,779-42.3% |
| Participant deferral / active EE | $6,605 | $4,050+63.1% | $3,704+78.3% | $5,609+17.8% |
| Admin fee / account holder | $23 | $5,907-99.6% | $5,113-99.6% | $10,827-99.8% |