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 7-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 | $26,040 | $226,064-88.5% | $182,532-85.7% | $152,861-83.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 10.85% | 192.51%-181.7pp | 148.54%-137.7pp | 345.32%-334.5pp |
| Employer contribution / active EE | $3,302 | $4,978-33.7% | $4,076-19.0% | $4,762-30.7% |
| Participant deferral / active EE | $9,728 | $6,368+52.8% | $5,524+76.1% | $5,850+66.3% |
| Admin fee / account holder | $19 | $10,703-99.8% | $8,592-99.8% | $11,596-99.8% |