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 | $31,166 | $112,096-72.2% | $95,952-67.5% | $158,922-80.4% |
| Participation rate | 84.6% | 79.0%+5.6pp | 77.1%+7.5pp | 82.0%+2.7pp |
| Annual return | 11.56% | 171.09%-159.5pp | 91.61%-80.1pp | 302.83%-291.3pp |
| Employer contribution / active EE | $1,418 | $3,198-55.7% | $2,541-44.2% | $4,761-70.2% |
| Participant deferral / active EE | $2,428 | $4,784-49.2% | $4,167-41.7% | $5,982-59.4% |
| Admin fee / account holder | $90 | $10,130-99.1% | $6,795-98.7% | $11,246-99.2% |