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 | $31,100 | $127,264-75.6% | $109,895-71.7% | $167,490-81.4% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.2%+5.8pp | 82.1%-2.1pp |
| Annual return | 14.86% | 22.97%-8.1pp | 29.45%-14.6pp | 478.56%-463.7pp |
| Employer contribution / active EE | $1,545 | $3,322-53.5% | $2,842-45.6% | $4,837-68.1% |
| Participant deferral / active EE | $2,169 | $4,514-52.0% | $4,048-46.4% | $6,341-65.8% |
| Admin fee / account holder | $134 | $7,114-98.1% | $6,066-97.8% | $12,309-98.9% |