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 | $42,345 | $162,781-74.0% | $133,956-68.4% | $158,922-73.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 6.85% | 41.94%-35.1pp | 45.09%-38.2pp | 302.83%-296.0pp |
| Employer contribution / active EE | $5,903 | $4,975+18.6% | $3,919+50.6% | $4,761+24.0% |
| Participant deferral / active EE | $0 | $5,911-100.0% | $5,048-100.0% | $5,982-100.0% |
| Admin fee / account holder | $108 | $11,736-99.1% | $8,927-98.8% | $11,246-99.0% |