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 | $83,814 | $99,341-15.6% | $84,750-1.1% | $273,961-69.4% |
| Participation rate | 90.9% | 80.7%+10.2pp | 76.6%+14.3pp | 83.0%+7.9pp |
| Annual return | 10.00% | 22.93%-12.9pp | 22.78%-12.8pp | 41.45%-31.5pp |
| Employer contribution / active EE | $1,795 | $4,214-57.4% | $3,574-49.8% | $4,869-63.1% |
| Participant deferral / active EE | $6,001 | $4,269+40.6% | $3,712+61.7% | $5,287+13.5% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |