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 | $49,634 | $228,332-78.3% | $185,823-73.3% | $158,922-68.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 16.37% | 40.80%-24.4pp | 35.95%-19.6pp | 302.83%-286.5pp |
| Employer contribution / active EE | $4,991 | $4,967+0.5% | $4,087+22.1% | $4,761+4.8% |
| Participant deferral / active EE | $1,658 | $6,415-74.2% | $5,632-70.6% | $5,982-72.3% |
| Admin fee / account holder | $14 | $11,864-99.9% | $9,500-99.9% | $11,246-99.9% |