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 | $25,703 | $211,958-87.9% | $169,463-84.8% | $135,375-81.0% |
| Participation rate | 95.5% | 82.6%+12.8pp | 77.8%+17.7pp | 82.6%+12.8pp |
| Annual return | 2.34% | 3.26%-0.9pp | 1.83%+0.5pp | 519.73%-517.4pp |
| Employer contribution / active EE | $897 | $5,120-82.5% | $4,159-78.4% | $4,779-81.2% |
| Participant deferral / active EE | $1,883 | $6,075-69.0% | $5,277-64.3% | $5,609-66.4% |
| Admin fee / account holder | $62 | $11,471-99.5% | $9,109-99.3% | $10,827-99.4% |