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 | $50,483 | $115,882-56.4% | $100,516-49.8% | $158,922-68.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 9.08% | 34.79%-25.7pp | 30.89%-21.8pp | 302.83%-293.7pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,415 | $6,674-63.8% | $6,270-61.5% | $5,982-59.6% |
| Admin fee / account holder | $8 | $10,995-99.9% | $8,081-99.9% | $11,246-99.9% |