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 | $31,004 | $83,477-62.9% | $125,175-75.2% | $72,985-57.5% |
| Participation rate | 71.4% | 73.3%-1.9pp | 79.8%-8.4pp | 69.5%+1.9pp |
| Annual return | 25.58% | 25.78%-0.2pp | 43.79%-18.2pp | 81.00%-55.4pp |
| Employer contribution / active EE | $2,602 | $2,345+11.0% | $3,865-32.7% | $2,440+6.7% |
| Participant deferral / active EE | $2,629 | $3,585-26.7% | $4,937-46.7% | $3,607-27.1% |
| Admin fee / account holder | $26 | $5,517-99.5% | $9,702-99.7% | $5,124-99.5% |