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 | $13,907 | $102,547-86.4% | $78,210-82.2% | $147,584-90.6% |
| Participation rate | 83.3% | 74.4%+8.9pp | 68.7%+14.6pp | 82.8%+0.5pp |
| Annual return | 19.39% | 51.08%-31.7pp | 40.90%-21.5pp | 578.55%-559.2pp |
| Employer contribution / active EE | $1,349 | $2,617-48.4% | $2,034-33.7% | $4,876-72.3% |
| Participant deferral / active EE | $1,813 | $3,481-47.9% | $2,823-35.8% | $5,439-66.7% |
| Admin fee / account holder | $84 | $5,059-98.3% | $3,758-97.8% | $10,885-99.2% |