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 | $40,050 | $102,616-61.0% | $81,983-51.1% | $158,922-74.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 10.05% | 61.04%-51.0pp | 41.31%-31.3pp | 302.83%-292.8pp |
| Employer contribution / active EE | $1,944 | $3,240-40.0% | $2,498-22.2% | $4,761-59.2% |
| Participant deferral / active EE | $2,192 | $4,648-52.8% | $3,722-41.1% | $5,982-63.4% |
| Admin fee / account holder | $105 | $8,235-98.7% | $5,664-98.1% | $11,246-99.1% |