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 | $34,337 | $168,632-79.6% | $147,614-76.7% | $125,391-72.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 6.81% | 77.65%-70.8pp | 61.98%-55.2pp | 282.22%-275.4pp |
| Employer contribution / active EE | $6,902 | $6,252+10.4% | $5,564+24.0% | $4,866+41.9% |
| Participant deferral / active EE | $3,092 | $5,507-43.8% | $4,895-36.8% | $5,352-42.2% |
| Admin fee / account holder | $182 | $13,580-98.7% | $11,611-98.4% | $9,540-98.1% |