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 | $58,990 | $181,894-67.6% | $156,549-62.3% | $273,961-78.5% |
| Participation rate | 94.7% | 88.4%+6.4pp | 84.0%+10.7pp | 83.0%+11.7pp |
| Annual return | 7.51% | 30.74%-23.2pp | 32.23%-24.7pp | 41.45%-33.9pp |
| Employer contribution / active EE | $2,389 | $6,248-61.8% | $5,501-56.6% | $4,869-50.9% |
| Participant deferral / active EE | $4,059 | $5,550-26.9% | $4,871-16.7% | $5,287-23.2% |
| Admin fee / account holder | $212 | $15,559-98.6% | $13,027-98.4% | $10,132-97.9% |