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 | $41,019 | $133,922-69.4% | $116,228-64.7% | $142,382-71.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 15.77% | 147.76%-132.0pp | 90.06%-74.3pp | 217.08%-201.3pp |
| Employer contribution / active EE | $8,339 | $3,446+142.0% | $2,994+178.5% | $4,299+94.0% |
| Participant deferral / active EE | $6,787 | $5,672+19.6% | $4,953+37.0% | $6,507+4.3% |
| Admin fee / account holder | $195 | $14,945-98.7% | $11,989-98.4% | $12,624-98.5% |