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 9-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 | $46,115 | $106,515-56.7% | $96,683-52.3% | $139,434-66.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.62% | 38.43%-19.8pp | 35.69%-17.1pp | 372.94%-354.3pp |
| Employer contribution / active EE | $2,303 | $4,103-43.9% | $3,737-38.4% | $4,751-51.5% |
| Participant deferral / active EE | $7,142 | $5,454+30.9% | $4,878+46.4% | $6,710+6.4% |
| Admin fee / account holder | $262 | $7,877-96.7% | $6,730-96.1% | $11,403-97.7% |