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 | $34,003 | $115,770-70.6% | $101,248-66.4% | $158,922-78.6% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 13.92% | 56.14%-42.2pp | 46.47%-32.6pp | 302.83%-288.9pp |
| Employer contribution / active EE | $859 | $4,175-79.4% | $3,660-76.5% | $4,761-82.0% |
| Participant deferral / active EE | $2,666 | $4,957-46.2% | $4,370-39.0% | $5,982-55.4% |
| Admin fee / account holder | $276 | $7,245-96.2% | $5,945-95.4% | $11,246-97.5% |