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 5-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 | $14,087 | $114,381-87.7% | $107,525-86.9% | $142,382-90.1% |
| Participation rate | 95.0% | 78.1%+16.9pp | 75.1%+19.9pp | 80.1%+14.9pp |
| Annual return | 20.68% | 242.71%-222.0pp | 181.32%-160.6pp | 217.08%-196.4pp |
| Employer contribution / active EE | $1,570 | $4,015-60.9% | $3,754-58.2% | $4,299-63.5% |
| Participant deferral / active EE | $3,348 | $5,564-39.8% | $5,116-34.6% | $6,507-48.6% |
| Admin fee / account holder | $48 | $9,860-99.5% | $8,919-99.5% | $12,624-99.6% |