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 | $24,330 | $102,966-76.4% | $90,281-73.1% | $152,861-84.1% |
| Participation rate | 90.9% | 75.9%+15.0pp | 73.3%+17.6pp | 82.4%+8.5pp |
| Annual return | 18.01% | 95.16%-77.2pp | 78.10%-60.1pp | 345.32%-327.3pp |
| Employer contribution / active EE | $2,727 | $3,139-13.1% | $2,854-4.5% | $4,762-42.7% |
| Participant deferral / active EE | $4,034 | $4,281-5.8% | $3,885+3.8% | $5,850-31.0% |
| Admin fee / account holder | $47 | $6,171-99.2% | $5,351-99.1% | $11,596-99.6% |