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 | $29,748 | $99,079-70.0% | $77,999-61.9% | $273,961-89.1% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.5%-4.1pp | 83.0%-11.6pp |
| Annual return | 10.56% | 217.93%-207.4pp | 425.96%-415.4pp | 41.45%-30.9pp |
| Employer contribution / active EE | $1,438 | $3,308-56.5% | $2,470-41.8% | $4,869-70.5% |
| Participant deferral / active EE | $2,743 | $4,306-36.3% | $3,497-21.5% | $5,287-48.1% |
| Admin fee / account holder | $243 | $8,954-97.3% | $5,480-95.6% | $10,132-97.6% |