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 | $36,503 | $87,540-58.3% | $75,781-51.8% | $125,391-70.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 0.97% | 13.48%-12.5pp | 9.68%-8.7pp | 282.22%-281.3pp |
| Employer contribution / active EE | $1,919 | $3,930-51.2% | $3,323-42.3% | $4,866-60.6% |
| Participant deferral / active EE | $6,000 | $4,229+41.9% | $3,651+64.3% | $5,352+12.1% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |