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 | $27,460 | $107,334-74.4% | $92,893-70.4% | $152,861-82.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 19.49% | 145.58%-126.1pp | 109.41%-89.9pp | 345.32%-325.8pp |
| Employer contribution / active EE | $1,290 | $4,221-69.4% | $3,653-64.7% | $4,762-72.9% |
| Participant deferral / active EE | $3,411 | $4,845-29.6% | $4,236-19.5% | $5,850-41.7% |
| Admin fee / account holder | $297 | $7,079-95.8% | $5,794-94.9% | $11,596-97.4% |