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 8-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 | $26,551 | $116,175-77.1% | $93,606-71.6% | $152,861-82.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 24.35% | 35.96%-11.6pp | 32.76%-8.4pp | 345.32%-321.0pp |
| Employer contribution / active EE | $1,970 | $3,218-38.8% | $2,718-27.5% | $4,762-58.6% |
| Participant deferral / active EE | $9,886 | $4,603+114.8% | $4,069+143.0% | $5,850+69.0% |
| Admin fee / account holder | $145 | $10,748-98.7% | $7,888-98.2% | $11,596-98.8% |