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 | $42,367 | $99,341-57.4% | $84,750-50.0% | $273,961-84.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 11.36% | 22.93%-11.6pp | 22.78%-11.4pp | 41.45%-30.1pp |
| Employer contribution / active EE | $7,585 | $4,214+80.0% | $3,574+112.2% | $4,869+55.8% |
| Participant deferral / active EE | $10,358 | $4,269+142.6% | $3,712+179.1% | $5,287+95.9% |
| Admin fee / account holder | $29 | $6,644-99.6% | $5,332-99.5% | $10,132-99.7% |