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 | $25,792 | $153,311-83.2% | $109,313-76.4% | $273,961-90.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 10.91% | 29.86%-18.9pp | 22.07%-11.2pp | 41.45%-30.5pp |
| Employer contribution / active EE | $8,716 | $5,619+55.1% | $3,892+124.0% | $4,869+79.0% |
| Participant deferral / active EE | $5,935 | $3,932+50.9% | $3,166+87.4% | $5,287+12.3% |
| Admin fee / account holder | $300 | $8,076-96.3% | $5,666-94.7% | $10,132-97.0% |