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 | $62,273 | $228,332-72.7% | $185,823-66.5% | $158,922-60.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 23.87% | 40.80%-16.9pp | 35.95%-12.1pp | 302.83%-279.0pp |
| Employer contribution / active EE | $9,375 | $4,967+88.8% | $4,087+129.4% | $4,761+96.9% |
| Participant deferral / active EE | $21,000 | $6,415+227.4% | $5,632+272.9% | $5,982+251.0% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |