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 | $42,912 | $106,890-59.9% | $84,015-48.9% | $152,861-71.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 17.85% | 104.99%-87.1pp | 71.31%-53.5pp | 345.32%-327.5pp |
| Employer contribution / active EE | $1,656 | $2,734-39.4% | $1,983-16.5% | $4,762-65.2% |
| Participant deferral / active EE | $4,045 | $4,011+0.8% | $3,239+24.9% | $5,850-30.9% |
| Admin fee / account holder | $181 | $8,285-97.8% | $6,101-97.0% | $11,596-98.4% |