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 | $33,687 | $50,958-33.9% | $74,550-54.8% | $64,186-47.5% |
| Participation rate | 79.2% | 61.1%+18.1pp | 69.1%+10.0pp | 69.6%+9.6pp |
| Annual return | -6.13% | -1.86%-4.3pp | 32.53%-38.7pp | 7.63%-13.8pp |
| Employer contribution / active EE | $816 | $1,115-26.9% | $1,961-58.4% | $2,381-65.7% |
| Participant deferral / active EE | $2,101 | $2,301-8.7% | $3,108-32.4% | $3,470-39.5% |
| Admin fee / account holder | $139 | $4,223-96.7% | $5,060-97.3% | $4,888-97.2% |