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 | $41,340 | $115,770-64.3% | $101,248-59.2% | $158,922-74.0% |
| Participation rate | 91.7% | 79.4%+12.3pp | 75.8%+15.9pp | 82.0%+9.7pp |
| Annual return | 20.70% | 56.14%-35.4pp | 46.47%-25.8pp | 302.83%-282.1pp |
| Employer contribution / active EE | $1,821 | $4,175-56.4% | $3,660-50.2% | $4,761-61.8% |
| Participant deferral / active EE | $4,893 | $4,957-1.3% | $4,370+12.0% | $5,982-18.2% |
| Admin fee / account holder | $225 | $7,245-96.9% | $5,945-96.2% | $11,246-98.0% |