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 | $43,717 | $197,825-77.9% | $155,790-71.9% | $125,391-65.1% |
| Participation rate | 80.0% | 82.1%-2.1pp | 76.1%+3.9pp | 83.2%-3.2pp |
| Annual return | 0.88% | 86.74%-85.9pp | 71.54%-70.7pp | 282.22%-281.3pp |
| Employer contribution / active EE | $866 | $4,847-82.1% | $3,836-77.4% | $4,866-82.2% |
| Participant deferral / active EE | $1,776 | $5,630-68.5% | $4,797-63.0% | $5,352-66.8% |
| Admin fee / account holder | $0 | $9,545-100.0% | $7,478-100.0% | $9,540-100.0% |